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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 | $8,873 | $175,259-94.9% | $149,723-94.1% | $139,487-93.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 45.35% | 166.82%-121.5pp | 134.50%-89.1pp | 373.84%-328.5pp |
| Employer contribution / active EE | $595 | $5,478-89.1% | $4,821-87.7% | $4,755-87.5% |
| Participant deferral / active EE | $2,871 | $6,522-56.0% | $5,682-49.5% | $6,713-57.2% |
| Admin fee / account holder | $253 | $16,158-98.4% | $13,215-98.1% | $11,407-97.8% |