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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 | $11,143 | $165,381-93.3% | $149,730-92.6% | $158,966-93.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 28.06% | 348.29%-320.2pp | 276.70%-248.6pp | 302.95%-274.9pp |
| Employer contribution / active EE | $338 | $5,104-93.4% | $4,645-92.7% | $4,762-92.9% |
| Participant deferral / active EE | $2,863 | $7,182-60.1% | $6,843-58.2% | $5,983-52.1% |
| Admin fee / account holder | $78 | $10,809-99.3% | $9,310-99.2% | $11,250-99.3% |