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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 | $25,195 | $109,359-77.0% | $162,171-84.5% | $72,983-65.5% |
| Participation rate | 57.1% | 84.3%-27.1pp | 87.6%-30.4pp | 69.5%-12.3pp |
| Annual return | 24.28% | 25.46%-1.2pp | 115.60%-91.3pp | 81.01%-56.7pp |
| Employer contribution / active EE | $919 | $3,907-76.5% | $5,613-83.6% | $2,440-62.3% |
| Participant deferral / active EE | $2,782 | $5,481-49.2% | $7,297-61.9% | $3,608-22.9% |
| Admin fee / account holder | $270 | $7,972-96.6% | $10,843-97.5% | $5,124-94.7% |