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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 | $24,469 | $136,860-82.1% | $120,344-79.7% | $154,746-84.2% |
| Participation rate | 33.3% | 79.9%-46.6pp | 76.7%-43.4pp | 80.7%-47.4pp |
| Annual return | 26.01% | 21.38%+4.6pp | 20.30%+5.7pp | 172.34%-146.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,318 | $5,793-42.7% | $5,135-35.4% | $6,730-50.7% |
| Admin fee / account holder | $37 | $15,393-99.8% | $12,742-99.7% | $14,365-99.7% |