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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 | $14,280 | $165,399-91.4% | $149,745-90.5% | $158,982-91.0% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 34.28% | 348.34%-314.1pp | 276.72%-242.4pp | 302.99%-268.7pp |
| Employer contribution / active EE | $749 | $5,105-85.3% | $4,646-83.9% | $4,763-84.3% |
| Participant deferral / active EE | $2,810 | $7,183-60.9% | $6,843-58.9% | $5,983-53.0% |
| Admin fee / account holder | $60 | $10,811-99.4% | $9,312-99.4% | $11,252-99.5% |