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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 | $10,601 | $209,336-94.9% | $197,124-94.6% | $137,256-92.3% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 0.00% | 48.09%-48.1pp | 44.34%-44.3pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,223 | $6,591-81.4% | $6,227-80.4% | $4,156-70.6% |
| Participant deferral / active EE | $4,951 | $9,614-48.5% | $9,135-45.8% | $6,407-22.7% |
| Admin fee / account holder | $254 | $17,308-98.5% | $16,298-98.4% | $12,270-97.9% |