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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 | $11,138 | $83,337-86.6% | $67,834-83.6% | $273,972-95.9% |
| Participation rate | 53.8% | 76.4%-22.6pp | 68.8%-15.0pp | 83.0%-29.2pp |
| Annual return | 7.78% | 259.45%-251.7pp | 138.47%-130.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $360 | $3,287-89.1% | $2,403-85.0% | $4,869-92.6% |
| Participant deferral / active EE | $1,008 | $4,088-75.3% | $3,160-68.1% | $5,287-80.9% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |