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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 | $19,684 | $227,399-91.3% | $189,758-89.6% | $198,609-90.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 32.96% | 61.03%-28.1pp | 52.62%-19.7pp | 202.70%-169.7pp |
| Employer contribution / active EE | $294 | $5,526-94.7% | $4,767-93.8% | $5,055-94.2% |
| Participant deferral / active EE | $6,615 | $6,837-3.2% | $5,856+13.0% | $6,977-5.2% |
| Admin fee / account holder | $222 | $25,162-99.1% | $20,388-98.9% | $19,030-98.8% |