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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 | $227,291-89.4% | $214,702-88.8% | $155,188-84.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 24.32% | 60.08%-35.8pp | 54.55%-30.2pp | 148.84%-124.5pp |
| Employer contribution / active EE | $107 | $6,772-98.4% | $6,461-98.3% | $4,248-97.5% |
| Participant deferral / active EE | $6,366 | $9,582-33.6% | $9,147-30.4% | $6,531-2.5% |
| Admin fee / account holder | $227 | $20,413-98.9% | $19,830-98.9% | $14,480-98.4% |