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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 | $19,506 | $180,462-89.2% | $154,111-87.3% | $135,379-85.6% |
| Participation rate | 28.6% | 87.4%-58.9pp | 83.0%-54.5pp | 82.6%-54.1pp |
| Annual return | 1.48% | 888.17%-886.7pp | 735.18%-733.7pp | 519.79%-518.3pp |
| Employer contribution / active EE | $886 | $6,036-85.3% | $5,298-83.3% | $4,779-81.5% |
| Participant deferral / active EE | $2,829 | $5,806-51.3% | $5,081-44.3% | $5,609-49.6% |
| Admin fee / account holder | $55 | $16,145-99.7% | $13,411-99.6% | $10,828-99.5% |