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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 | $11,326 | $144,130-92.1% | $117,861-90.4% | $147,586-92.3% |
| Participation rate | 26.7% | 83.4%-56.8pp | 79.7%-53.0pp | 82.8%-56.2pp |
| Annual return | 61.18% | 531.20%-470.0pp | 335.11%-273.9pp | 578.59%-517.4pp |
| Employer contribution / active EE | $319 | $4,897-93.5% | $3,786-91.6% | $4,876-93.5% |
| Participant deferral / active EE | $2,612 | $5,316-50.9% | $4,482-41.7% | $5,439-52.0% |
| Admin fee / account holder | $97 | $10,887-99.1% | $8,021-98.8% | $10,886-99.1% |