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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 | $23,450 | $198,457-88.2% | $170,435-86.2% | $147,586-84.1% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 17.66% | 257.30%-239.6pp | 205.94%-188.3pp | 578.59%-560.9pp |
| Employer contribution / active EE | $11 | $6,183-99.8% | $5,432-99.8% | $4,876-99.8% |
| Participant deferral / active EE | $3,471 | $5,629-38.3% | $4,939-29.7% | $5,439-36.2% |
| Admin fee / account holder | $125 | $16,852-99.3% | $13,881-99.1% | $10,886-98.9% |