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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 | $22,938 | $196,972-88.4% | $182,262-87.4% | $198,609-88.5% |
| Participation rate | 57.1% | 85.7%-28.6pp | 84.2%-27.1pp | 82.4%-25.2pp |
| Annual return | 21.79% | 158.27%-136.5pp | 140.60%-118.8pp | 202.70%-180.9pp |
| Employer contribution / active EE | $1,017 | $5,364-81.0% | $5,046-79.9% | $5,055-79.9% |
| Participant deferral / active EE | $4,583 | $8,643-47.0% | $8,276-44.6% | $6,977-34.3% |
| Admin fee / account holder | $62 | $18,429-99.7% | $16,712-99.6% | $19,030-99.7% |