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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 | $20,097 | $176,120-88.6% | $159,487-87.4% | $167,553-88.0% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 12.04% | 331.95%-319.9pp | 263.71%-251.7pp | 478.89%-466.9pp |
| Employer contribution / active EE | $596 | $5,299-88.8% | $4,831-87.7% | $4,840-87.7% |
| Participant deferral / active EE | $13,000 | $7,752+67.7% | $7,354+76.8% | $6,343+105.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |