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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 | $4,531 | $107,353-95.8% | $92,903-95.1% | $152,885-97.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 29.58% | 145.62%-116.0pp | 109.43%-79.8pp | 345.39%-315.8pp |
| Employer contribution / active EE | $361 | $4,222-91.5% | $3,653-90.1% | $4,763-92.4% |
| Participant deferral / active EE | $1,363 | $4,848-71.9% | $4,238-67.8% | $5,851-76.7% |
| Admin fee / account holder | $281 | $7,081-96.0% | $5,795-95.2% | $11,598-97.6% |