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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 | $16,565 | $150,346-89.0% | $120,524-86.3% | $145,877-88.6% |
| Participation rate | 57.9% | 78.8%-20.9pp | 71.9%-14.0pp | 80.3%-22.4pp |
| Annual return | 9.82% | 154.40%-144.6pp | 107.36%-97.5pp | 551.28%-541.5pp |
| Employer contribution / active EE | $768 | $4,353-82.3% | $3,469-77.8% | $4,663-83.5% |
| Participant deferral / active EE | $1,897 | $6,172-69.3% | $4,994-62.0% | $6,691-71.6% |
| Admin fee / account holder | $118 | $12,215-99.0% | $9,440-98.8% | $13,402-99.1% |