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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 | $8,593 | $165,399-94.8% | $149,745-94.3% | $158,982-94.6% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 20.67% | 348.34%-327.7pp | 276.72%-256.0pp | 302.99%-282.3pp |
| Employer contribution / active EE | $551 | $5,105-89.2% | $4,646-88.1% | $4,763-88.4% |
| Participant deferral / active EE | $3,842 | $7,183-46.5% | $6,843-43.9% | $5,983-35.8% |
| Admin fee / account holder | $7 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |