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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 | $8,642 | $83,337-89.6% | $67,834-87.3% | $273,970-96.8% |
| Participation rate | 57.1% | 76.4%-19.3pp | 68.8%-11.7pp | 83.0%-25.9pp |
| Annual return | 7.43% | 259.45%-252.0pp | 138.47%-131.0pp | 41.46%-34.0pp |
| Employer contribution / active EE | $373 | $3,287-88.6% | $2,403-84.5% | $4,869-92.3% |
| Participant deferral / active EE | $1,123 | $4,088-72.5% | $3,160-64.5% | $5,287-78.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |