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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,615 | $110,212-86.7% | $96,534-84.9% | $139,466-89.5% |
| Participation rate | 61.5% | 78.1%-16.6pp | 76.0%-14.4pp | 80.3%-18.8pp |
| Annual return | 14.89% | 26.42%-11.5pp | 25.88%-11.0pp | 373.66%-358.8pp |
| Employer contribution / active EE | $804 | $3,620-77.8% | $2,965-72.9% | $4,754-83.1% |
| Participant deferral / active EE | $2,686 | $5,547-51.6% | $4,851-44.6% | $6,712-60.0% |
| Admin fee / account holder | $265 | $11,599-97.7% | $8,253-96.8% | $11,409-97.7% |