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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 | $18,828 | $98,240-80.8% | $82,312-77.1% | $147,586-87.2% |
| Participation rate | 68.8% | 79.7%-11.0pp | 76.9%-8.1pp | 82.8%-14.1pp |
| Annual return | 16.66% | 30.85%-14.2pp | 25.88%-9.2pp | 578.59%-561.9pp |
| Employer contribution / active EE | $387 | $3,192-87.9% | $2,428-84.1% | $4,876-92.1% |
| Participant deferral / active EE | $1,548 | $4,383-64.7% | $3,706-58.2% | $5,439-71.5% |
| Admin fee / account holder | $178 | $8,563-97.9% | $5,608-96.8% | $10,886-98.4% |