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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 | $6,525 | $181,062-96.4% | $158,223-95.9% | $155,188-95.8% |
| Participation rate | 68.4% | 82.7%-14.2pp | 79.2%-10.8pp | 80.8%-12.4pp |
| Annual return | 26.58% | 57.39%-30.8pp | 52.09%-25.5pp | 148.84%-122.3pp |
| Employer contribution / active EE | $413 | $4,565-91.0% | $4,109-90.0% | $4,248-90.3% |
| Participant deferral / active EE | $2,069 | $6,134-66.3% | $5,467-62.1% | $6,531-68.3% |
| Admin fee / account holder | $15 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |