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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 | $19,342 | $176,105-89.0% | $159,474-87.9% | $167,536-88.5% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 17.99% | 331.91%-313.9pp | 263.68%-245.7pp | 478.82%-460.8pp |
| Employer contribution / active EE | $470 | $5,299-91.1% | $4,831-90.3% | $4,839-90.3% |
| Participant deferral / active EE | $3,338 | $7,751-56.9% | $7,353-54.6% | $6,342-47.4% |
| Admin fee / account holder | $10 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |