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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 | $10,790 | $227,566-95.3% | $189,558-94.3% | $167,518-93.6% |
| Participation rate | 55.0% | 82.5%-27.5pp | 78.5%-23.5pp | 82.1%-27.1pp |
| Annual return | 11.56% | 78.43%-66.9pp | 64.19%-52.6pp | 478.71%-467.1pp |
| Employer contribution / active EE | $200 | $5,316-96.2% | $4,412-95.5% | $4,838-95.9% |
| Participant deferral / active EE | $1,510 | $7,002-78.4% | $6,174-75.5% | $6,342-76.2% |
| Admin fee / account holder | $181 | $11,881-98.5% | $9,809-98.2% | $12,312-98.5% |