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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 | $10,907 | $152,592-92.9% | $125,180-91.3% | $152,885-92.9% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 26.55% | 54.84%-28.3pp | 43.79%-17.2pp | 345.39%-318.8pp |
| Employer contribution / active EE | $821 | $4,947-83.4% | $3,866-78.8% | $4,763-82.8% |
| Participant deferral / active EE | $2,185 | $5,868-62.8% | $4,937-55.7% | $5,851-62.7% |
| Admin fee / account holder | $42 | $13,435-99.7% | $9,703-99.6% | $11,598-99.6% |