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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 | $11,205 | $138,312-91.9% | $122,979-90.9% | $155,188-92.8% |
| Participation rate | 58.3% | 80.2%-21.9pp | 77.2%-18.9pp | 80.8%-22.5pp |
| Annual return | 23.07% | 22.06%+1.0pp | 20.12%+3.0pp | 148.84%-125.8pp |
| Employer contribution / active EE | $340 | $3,530-90.4% | $3,062-88.9% | $4,248-92.0% |
| Participant deferral / active EE | $1,939 | $5,592-65.3% | $5,003-61.2% | $6,531-70.3% |
| Admin fee / account holder | $16 | $15,089-99.9% | $12,864-99.9% | $14,480-99.9% |