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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 | $20,365 | $165,381-87.7% | $149,730-86.4% | $158,966-87.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 42.88% | 348.29%-305.4pp | 276.70%-233.8pp | 302.95%-260.1pp |
| Employer contribution / active EE | $800 | $5,104-84.3% | $4,645-82.8% | $4,762-83.2% |
| Participant deferral / active EE | $4,233 | $7,182-41.1% | $6,843-38.1% | $5,983-29.3% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |