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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 | $3,428 | $109,908-96.9% | $97,161-96.5% | $145,978-97.7% |
| Participation rate | 20.0% | 75.9%-55.9pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 14.19% | 243.80%-229.6pp | 75.36%-61.2pp | 550.52%-536.3pp |
| Employer contribution / active EE | $249 | $3,077-91.9% | $2,723-90.9% | $4,662-94.7% |
| Participant deferral / active EE | $971 | $4,679-79.3% | $4,265-77.2% | $6,690-85.5% |
| Admin fee / account holder | $52 | $6,213-99.2% | $5,647-99.1% | $13,400-99.6% |