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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 | $9,019 | $162,812-94.5% | $133,971-93.3% | $158,966-94.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 50.84% | 41.94%+8.9pp | 45.09%+5.7pp | 302.95%-252.1pp |
| Employer contribution / active EE | $551 | $4,976-88.9% | $3,919-85.9% | $4,762-88.4% |
| Participant deferral / active EE | $2,467 | $5,910-58.3% | $5,047-51.1% | $5,983-58.8% |
| Admin fee / account holder | $107 | $11,741-99.1% | $8,929-98.8% | $11,250-99.0% |