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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 | $7,690 | $73,546-89.5% | $63,018-87.8% | $147,586-94.8% |
| Participation rate | 38.1% | 77.9%-39.8pp | 74.8%-36.7pp | 82.8%-44.7pp |
| Annual return | 19.68% | 175.56%-155.9pp | 87.62%-67.9pp | 578.59%-558.9pp |
| Employer contribution / active EE | $247 | $3,324-92.6% | $2,761-91.1% | $4,876-94.9% |
| Participant deferral / active EE | $1,279 | $4,185-69.4% | $3,330-61.6% | $5,439-76.5% |
| Admin fee / account holder | $229 | $5,956-96.2% | $3,601-93.7% | $10,886-97.9% |