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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 | $9,009 | $114,119-92.1% | $107,187-91.6% | $138,895-93.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 18.23% | 273.21%-255.0pp | 204.55%-186.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $640 | $4,059-84.2% | $3,782-83.1% | $4,194-84.7% |
| Participant deferral / active EE | $1,712 | $5,538-69.1% | $5,096-66.4% | $6,396-73.2% |
| Admin fee / account holder | $105 | $10,024-98.9% | $9,162-98.9% | $12,562-99.2% |