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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 | $7,264 | $176,105-95.9% | $159,474-95.4% | $167,536-95.7% |
| Participation rate | 58.3% | 85.0%-26.6pp | 82.8%-24.5pp | 82.1%-23.8pp |
| Annual return | 10.65% | 331.91%-321.3pp | 263.68%-253.0pp | 478.82%-468.2pp |
| Employer contribution / active EE | $493 | $5,299-90.7% | $4,831-89.8% | $4,839-89.8% |
| Participant deferral / active EE | $2,812 | $7,751-63.7% | $7,353-61.8% | $6,342-55.7% |
| Admin fee / account holder | $286 | $12,559-97.7% | $10,802-97.4% | $12,315-97.7% |