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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 | $8,199 | $99,652-91.8% | $78,778-89.6% | $147,586-94.4% |
| Participation rate | 59.1% | 76.2%-17.1pp | 69.2%-10.1pp | 82.8%-23.7pp |
| Annual return | 31.43% | 47.28%-15.9pp | 35.62%-4.2pp | 578.59%-547.2pp |
| Employer contribution / active EE | $303 | $2,796-89.1% | $1,986-84.7% | $4,876-93.8% |
| Participant deferral / active EE | $2,428 | $3,664-33.7% | $2,958-17.9% | $5,439-55.4% |
| Admin fee / account holder | $56 | $7,155-99.2% | $5,134-98.9% | $10,886-99.5% |