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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 | $16,078 | $165,381-90.3% | $149,730-89.3% | $158,966-89.9% |
| Participation rate | 35.7% | 84.6%-48.9pp | 82.5%-46.8pp | 82.0%-46.2pp |
| Annual return | 20.80% | 348.29%-327.5pp | 276.70%-255.9pp | 302.95%-282.2pp |
| Employer contribution / active EE | $58 | $5,104-98.9% | $4,645-98.7% | $4,762-98.8% |
| Participant deferral / active EE | $2,384 | $7,182-66.8% | $6,843-65.2% | $5,983-60.2% |
| Admin fee / account holder | $6 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |