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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 | $13,781 | $157,296-91.2% | $141,191-90.2% | $152,897-91.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 28.26% | 64.34%-36.1pp | 71.41%-43.2pp | 345.43%-317.2pp |
| Employer contribution / active EE | $153 | $5,262-97.1% | $4,736-96.8% | $4,764-96.8% |
| Participant deferral / active EE | $4,001 | $7,111-43.7% | $6,710-40.4% | $5,851-31.6% |
| Admin fee / account holder | $36 | $12,125-99.7% | $10,264-99.6% | $11,599-99.7% |