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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 | $13,176 | $183,516-92.8% | $155,534-91.5% | $145,884-91.0% |
| Participation rate | 47.8% | 82.7%-34.9pp | 78.2%-30.4pp | 80.3%-32.5pp |
| Annual return | 24.85% | 61.43%-36.6pp | 64.92%-40.1pp | 551.85%-527.0pp |
| Employer contribution / active EE | $365 | $5,315-93.1% | $4,675-92.2% | $4,662-92.2% |
| Participant deferral / active EE | $2,036 | $6,467-68.5% | $5,630-63.8% | $6,690-69.6% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |