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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 | $8,909 | $154,228-94.2% | $145,433-93.9% | $137,256-93.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 29.82% | 74.59%-44.8pp | 66.58%-36.8pp | 220.34%-190.5pp |
| Employer contribution / active EE | $372 | $4,804-92.3% | $4,554-91.8% | $4,156-91.0% |
| Participant deferral / active EE | $2,500 | $8,216-69.6% | $7,897-68.3% | $6,407-61.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |