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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 | $6,813 | $168,636-96.0% | $147,618-95.4% | $125,388-94.6% |
| Participation rate | 47.8% | 88.8%-40.9pp | 84.6%-36.8pp | 83.2%-35.4pp |
| Annual return | -1.23% | 77.65%-78.9pp | 61.98%-63.2pp | 282.24%-283.5pp |
| Employer contribution / active EE | $995 | $6,252-84.1% | $5,565-82.1% | $4,866-79.6% |
| Participant deferral / active EE | $2,520 | $5,507-54.2% | $4,895-48.5% | $5,352-52.9% |
| Admin fee / account holder | $121 | $13,580-99.1% | $11,612-99.0% | $9,541-98.7% |