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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 | $20,061 | $156,616-87.2% | $133,346-85.0% | $198,609-89.9% |
| Participation rate | 55.6% | 77.7%-22.2pp | 72.8%-17.3pp | 82.4%-26.8pp |
| Annual return | 20.32% | 44.25%-23.9pp | 36.85%-16.5pp | 202.70%-182.4pp |
| Employer contribution / active EE | $165 | $3,368-95.1% | $2,853-94.2% | $5,055-96.7% |
| Participant deferral / active EE | $3,028 | $4,920-38.4% | $4,332-30.1% | $6,977-56.6% |
| Admin fee / account holder | $240 | $17,468-98.6% | $14,264-98.3% | $19,030-98.7% |