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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 | $24,109 | $223,823-89.2% | $211,142-88.6% | $154,746-84.4% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 24.32% | 50.39%-26.1pp | 46.84%-22.5pp | 172.34%-148.0pp |
| Employer contribution / active EE | $107 | $6,787-98.4% | $6,442-98.3% | $4,379-97.6% |
| Participant deferral / active EE | $6,366 | $9,750-34.7% | $9,284-31.4% | $6,730-5.4% |
| Admin fee / account holder | $227 | $19,707-98.9% | $19,076-98.8% | $14,365-98.4% |