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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 | $6,755 | $83,337-91.9% | $67,834-90.0% | $273,972-97.5% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | 10.71% | 259.45%-248.7pp | 138.47%-127.8pp | 41.46%-30.7pp |
| Employer contribution / active EE | $319 | $3,287-90.3% | $2,403-86.7% | $4,869-93.4% |
| Participant deferral / active EE | $1,277 | $4,088-68.8% | $3,160-59.6% | $5,287-75.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |