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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 | $13,350 | $159,934-91.7% | $147,005-90.9% | $145,959-90.9% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 14.58% | 98.24%-83.7pp | 418.76%-404.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $844 | $5,287-84.0% | $4,934-82.9% | $4,661-81.9% |
| Participant deferral / active EE | $2,697 | $8,427-68.0% | $8,070-66.6% | $6,689-59.7% |
| Admin fee / account holder | $64 | $15,053-99.6% | $13,006-99.5% | $13,398-99.5% |