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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 | $14,439 | $103,393-86.0% | $87,103-83.4% | $152,909-90.6% |
| Participation rate | 33.3% | 79.4%-46.0pp | 76.9%-43.5pp | 82.5%-49.1pp |
| Annual return | 20.57% | 28.10%-7.5pp | 28.19%-7.6pp | 345.46%-324.9pp |
| Employer contribution / active EE | $490 | $3,221-84.8% | $2,521-80.6% | $4,764-89.7% |
| Participant deferral / active EE | $1,843 | $4,778-61.4% | $4,049-54.5% | $5,851-68.5% |
| Admin fee / account holder | $262 | $12,195-97.9% | $7,491-96.5% | $11,601-97.7% |