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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 | $15,152 | $117,895-87.1% | $102,460-85.2% | $145,897-89.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 28.38% | 31.92%-3.5pp | 29.47%-1.1pp | 552.29%-523.9pp |
| Employer contribution / active EE | $577 | $3,619-84.0% | $3,025-80.9% | $4,663-87.6% |
| Participant deferral / active EE | $7,651 | $5,736+33.4% | $5,056+51.3% | $6,689+14.4% |
| Admin fee / account holder | $113 | $13,353-99.2% | $9,460-98.8% | $13,390-99.2% |