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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 | $8,563 | $152,592-94.4% | $125,180-93.2% | $152,885-94.4% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 31.30% | 54.84%-23.5pp | 43.79%-12.5pp | 345.39%-314.1pp |
| Employer contribution / active EE | $529 | $4,947-89.3% | $3,866-86.3% | $4,763-88.9% |
| Participant deferral / active EE | $2,242 | $5,868-61.8% | $4,937-54.6% | $5,851-61.7% |
| Admin fee / account holder | $36 | $13,435-99.7% | $9,703-99.6% | $11,598-99.7% |