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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 | $16,565 | $166,242-90.0% | $165,071-90.0% | $145,884-88.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 18.02% | 100.44%-82.4pp | 70.17%-52.2pp | 551.85%-533.8pp |
| Employer contribution / active EE | $349 | $5,283-93.4% | $4,347-92.0% | $4,662-92.5% |
| Participant deferral / active EE | $2,545 | $6,964-63.5% | $6,035-57.8% | $6,690-62.0% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |