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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 | $21,531 | $157,296-86.3% | $141,191-84.8% | $152,897-85.9% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 26.51% | 64.34%-37.8pp | 71.41%-44.9pp | 345.43%-318.9pp |
| Employer contribution / active EE | $31 | $5,262-99.4% | $4,736-99.3% | $4,764-99.3% |
| Participant deferral / active EE | $4,952 | $7,111-30.4% | $6,710-26.2% | $5,851-15.4% |
| Admin fee / account holder | $15 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |