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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 | $150,412-89.0% | $120,574-86.3% | $145,884-88.6% |
| Participation rate | 57.9% | 78.8%-20.9pp | 71.9%-14.1pp | 80.3%-22.4pp |
| Annual return | 9.82% | 154.50%-144.7pp | 107.42%-97.6pp | 551.85%-542.0pp |
| Employer contribution / active EE | $768 | $4,355-82.4% | $3,471-77.9% | $4,662-83.5% |
| Participant deferral / active EE | $1,897 | $6,175-69.3% | $4,996-62.0% | $6,690-71.6% |
| Admin fee / account holder | $118 | $12,224-99.0% | $9,445-98.8% | $13,392-99.1% |