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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 | $16,285 | $183,592-91.1% | $155,574-89.5% | $145,877-88.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.63% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $725 | $5,317-86.4% | $4,676-84.5% | $4,663-84.5% |
| Participant deferral / active EE | $5,091 | $6,466-21.3% | $5,629-9.6% | $6,691-23.9% |
| Admin fee / account holder | $116 | $19,316-99.4% | $15,914-99.3% | $13,402-99.1% |