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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 | $14,934 | $165,399-91.0% | $149,745-90.0% | $158,982-90.6% |
| Participation rate | 45.0% | 84.6%-39.6pp | 82.5%-37.5pp | 82.0%-37.0pp |
| Annual return | 32.56% | 348.34%-315.8pp | 276.72%-244.2pp | 302.99%-270.4pp |
| Employer contribution / active EE | $467 | $5,105-90.9% | $4,646-90.0% | $4,763-90.2% |
| Participant deferral / active EE | $3,227 | $7,183-55.1% | $6,843-52.8% | $5,983-46.1% |
| Admin fee / account holder | $201 | $10,811-98.1% | $9,312-97.8% | $11,252-98.2% |