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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 | $10,928 | $152,619-92.8% | $125,195-91.3% | $152,909-92.9% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 14.02% | 54.85%-40.8pp | 43.79%-29.8pp | 345.46%-331.4pp |
| Employer contribution / active EE | $746 | $4,947-84.9% | $3,866-80.7% | $4,764-84.3% |
| Participant deferral / active EE | $2,928 | $5,869-50.1% | $4,937-40.7% | $5,851-50.0% |
| Admin fee / account holder | $10 | $13,437-99.9% | $9,704-99.9% | $11,601-99.9% |