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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 | $17,133 | $232,540-92.6% | $185,117-90.7% | $147,585-88.4% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 16.04% | 43.03%-27.0pp | 40.50%-24.5pp | 578.58%-562.5pp |
| Employer contribution / active EE | $140 | $5,195-97.3% | $4,182-96.7% | $4,876-97.1% |
| Participant deferral / active EE | $1,567 | $5,834-73.1% | $5,045-68.9% | $5,439-71.2% |
| Admin fee / account holder | $227 | $10,275-97.8% | $8,159-97.2% | $10,886-97.9% |