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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 | $20,180 | $209,336-90.4% | $197,124-89.8% | $137,256-85.3% |
| Participation rate | 56.3% | 87.3%-31.1pp | 86.7%-30.5pp | 80.0%-23.7pp |
| Annual return | 26.04% | 48.09%-22.0pp | 44.34%-18.3pp | 220.34%-194.3pp |
| Employer contribution / active EE | $1,039 | $6,591-84.2% | $6,227-83.3% | $4,156-75.0% |
| Participant deferral / active EE | $4,551 | $9,614-52.7% | $9,135-50.2% | $6,407-29.0% |
| Admin fee / account holder | $168 | $17,308-99.0% | $16,298-99.0% | $12,270-98.6% |