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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 | $23,331 | $201,370-88.4% | $184,256-87.3% | $145,897-84.0% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 18.89% | 29.05%-10.2pp | 28.85%-10.0pp | 552.29%-533.4pp |
| Employer contribution / active EE | $803 | $7,024-88.6% | $6,427-87.5% | $4,663-82.8% |
| Participant deferral / active EE | $6,277 | $9,808-36.0% | $9,133-31.3% | $6,689-6.2% |
| Admin fee / account holder | $168 | $16,364-99.0% | $13,899-98.8% | $13,390-98.7% |