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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 | $15,719 | $228,395-93.1% | $185,861-91.5% | $158,982-90.1% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 37.39% | 40.82%-3.4pp | 35.96%+1.4pp | 302.99%-265.6pp |
| Employer contribution / active EE | $228 | $4,968-95.4% | $4,088-94.4% | $4,763-95.2% |
| Participant deferral / active EE | $1,628 | $6,417-74.6% | $5,634-71.1% | $5,983-72.8% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |