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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 | $34,484 | $171,492-79.9% | $150,734-77.1% | $198,609-82.6% |
| Participation rate | 33.3% | 81.4%-48.1pp | 78.4%-45.1pp | 82.4%-49.0pp |
| Annual return | 13.10% | 804.70%-791.6pp | 600.81%-587.7pp | 202.70%-189.6pp |
| Employer contribution / active EE | $559 | $5,470-89.8% | $4,918-88.6% | $5,055-88.9% |
| Participant deferral / active EE | $3,942 | $6,259-37.0% | $5,610-29.7% | $6,977-43.5% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |