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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 | $16,826 | $152,612-89.0% | $125,192-86.6% | $152,897-89.0% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 33.87% | 54.85%-21.0pp | 43.79%-9.9pp | 345.43%-311.6pp |
| Employer contribution / active EE | $195 | $4,947-96.1% | $3,866-95.0% | $4,764-95.9% |
| Participant deferral / active EE | $2,488 | $5,868-57.6% | $4,937-49.6% | $5,851-57.5% |
| Admin fee / account holder | $62 | $13,437-99.5% | $9,704-99.4% | $11,599-99.5% |