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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 | $26,012 | $96,731-73.1% | $123,973-79.0% | $86,983-70.1% |
| Participation rate | 65.8% | 70.0%-4.2pp | 76.7%-10.9pp | 69.5%-3.8pp |
| Annual return | 20.76% | 17.33%+3.4pp | 388.13%-367.4pp | 25.83%-5.1pp |
| Employer contribution / active EE | $419 | $3,297-87.3% | $4,126-89.8% | $2,584-83.8% |
| Participant deferral / active EE | $2,963 | $4,152-28.6% | $5,247-43.5% | $4,194-29.3% |
| Admin fee / account holder | $0 | $8,722-100.0% | $11,799-100.0% | $7,856-100.0% |