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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 | $28,516 | $213,785-86.7% | $185,441-84.6% | $155,188-81.6% |
| Participation rate | 28.6% | 83.2%-54.6pp | 80.3%-51.7pp | 80.8%-52.2pp |
| Annual return | 26.43% | 19.97%+6.5pp | 20.16%+6.3pp | 148.84%-122.4pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,614 | $6,864-47.3% | $6,152-41.2% | $6,531-44.7% |
| Admin fee / account holder | $285 | $21,134-98.7% | $17,890-98.4% | $14,480-98.0% |