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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 | $18,075 | $157,296-88.5% | $141,191-87.2% | $152,897-88.2% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.5%-13.7pp |
| Annual return | 24.90% | 64.34%-39.4pp | 71.41%-46.5pp | 345.43%-320.5pp |
| Employer contribution / active EE | $935 | $5,262-82.2% | $4,736-80.3% | $4,764-80.4% |
| Participant deferral / active EE | $2,511 | $7,111-64.7% | $6,710-62.6% | $5,851-57.1% |
| Admin fee / account holder | $16 | $12,125-99.9% | $10,264-99.8% | $11,599-99.9% |