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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 | $14,531 | $159,934-90.9% | $147,005-90.1% | $145,959-90.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 36.19% | 98.24%-62.1pp | 418.76%-382.6pp | 561.95%-525.8pp |
| Employer contribution / active EE | $419 | $5,287-92.1% | $4,934-91.5% | $4,661-91.0% |
| Participant deferral / active EE | $3,488 | $8,427-58.6% | $8,070-56.8% | $6,689-47.9% |
| Admin fee / account holder | $38 | $15,053-99.7% | $13,006-99.7% | $13,398-99.7% |