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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 | $20,000 | $201,344-90.1% | $184,243-89.1% | $145,877-86.3% |
| Participation rate | 46.7% | 87.5%-40.8pp | 86.8%-40.2pp | 80.3%-33.6pp |
| Annual return | 15.63% | 29.01%-13.4pp | 28.82%-13.2pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,191 | $7,022-83.0% | $6,427-81.5% | $4,663-74.5% |
| Participant deferral / active EE | $3,733 | $9,807-61.9% | $9,132-59.1% | $6,691-44.2% |
| Admin fee / account holder | $77 | $16,382-99.5% | $13,914-99.4% | $13,402-99.4% |