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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 | $223,823-88.0% | $211,142-87.3% | $154,746-82.6% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 12.56% | 50.39%-37.8pp | 46.84%-34.3pp | 172.34%-159.8pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,901 | $9,750+32.3% | $9,284+39.0% | $6,730+91.7% |
| Admin fee / account holder | $294 | $19,707-98.5% | $19,076-98.5% | $14,365-98.0% |