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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 | $12,159 | $181,896-93.3% | $156,551-92.2% | $273,972-95.6% |
| Participation rate | 53.8% | 88.4%-34.5pp | 84.0%-30.2pp | 83.0%-29.2pp |
| Annual return | 7.41% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $807 | $6,248-87.1% | $5,501-85.3% | $4,869-83.4% |
| Participant deferral / active EE | $3,073 | $5,550-44.6% | $4,871-36.9% | $5,287-41.9% |
| Admin fee / account holder | $29 | $15,560-99.8% | $13,028-99.8% | $10,133-99.7% |