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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 | $15,571 | $165,399-90.6% | $149,745-89.6% | $158,982-90.2% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 26.34% | 348.34%-322.0pp | 276.72%-250.4pp | 302.99%-276.7pp |
| Employer contribution / active EE | $630 | $5,105-87.7% | $4,646-86.4% | $4,763-86.8% |
| Participant deferral / active EE | $2,495 | $7,183-65.3% | $6,843-63.5% | $5,983-58.3% |
| Admin fee / account holder | $50 | $10,811-99.5% | $9,312-99.5% | $11,252-99.6% |