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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 | $12,158 | $185,141-93.4% | $153,416-92.1% | $155,188-92.2% |
| Participation rate | 66.7% | 79.9%-13.3pp | 74.3%-7.7pp | 80.8%-14.1pp |
| Annual return | 20.44% | 18.72%+1.7pp | 17.84%+2.6pp | 148.84%-128.4pp |
| Employer contribution / active EE | $333 | $4,489-92.6% | $3,764-91.1% | $4,248-92.2% |
| Participant deferral / active EE | $1,667 | $5,477-69.6% | $4,723-64.7% | $6,531-74.5% |
| Admin fee / account holder | $24 | $16,005-99.9% | $13,095-99.8% | $14,480-99.8% |