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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 | $6,845 | $175,259-96.1% | $149,723-95.4% | $139,487-95.1% |
| Participation rate | 60.9% | 83.4%-22.5pp | 78.8%-17.9pp | 80.3%-19.5pp |
| Annual return | 17.73% | 166.82%-149.1pp | 134.50%-116.8pp | 373.84%-356.1pp |
| Employer contribution / active EE | $708 | $5,478-87.1% | $4,821-85.3% | $4,755-85.1% |
| Participant deferral / active EE | $1,974 | $6,522-69.7% | $5,682-65.3% | $6,713-70.6% |
| Admin fee / account holder | $108 | $16,158-99.3% | $13,215-99.2% | $11,407-99.1% |