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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 | $26,871 | $275,752-90.3% | $256,809-89.5% | $198,609-86.5% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 12.56% | 34.81%-22.3pp | 32.73%-20.2pp | 202.70%-190.1pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $12,901 | $10,037+28.5% | $9,520+35.5% | $6,977+84.9% |
| Admin fee / account holder | $294 | $25,716-98.9% | $25,146-98.8% | $19,030-98.5% |