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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 | $11,040 | $212,386-94.8% | $199,883-94.5% | $138,895-92.1% |
| Participation rate | 44.4% | 87.4%-42.9pp | 86.8%-42.3pp | 79.9%-35.5pp |
| Annual return | 20.06% | 47.75%-27.7pp | 43.81%-23.7pp | 145.39%-125.3pp |
| Employer contribution / active EE | $935 | $6,625-85.9% | $6,261-85.1% | $4,194-77.7% |
| Participant deferral / active EE | $3,460 | $9,617-64.0% | $9,138-62.1% | $6,396-45.9% |
| Admin fee / account holder | $64 | $18,233-99.7% | $17,268-99.6% | $12,562-99.5% |