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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 | $11,219 | $148,623-92.5% | $135,974-91.7% | $139,466-92.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 23.34% | 79.30%-56.0pp | 68.30%-45.0pp | 373.66%-350.3pp |
| Employer contribution / active EE | $708 | $5,246-86.5% | $4,859-85.4% | $4,754-85.1% |
| Participant deferral / active EE | $4,937 | $8,103-39.1% | $7,760-36.4% | $6,712-26.4% |
| Admin fee / account holder | $36 | $12,406-99.7% | $10,767-99.7% | $11,409-99.7% |