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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 | $8,199 | $175,259-95.3% | $149,723-94.5% | $139,487-94.1% |
| Participation rate | 65.0% | 83.4%-18.4pp | 78.8%-13.8pp | 80.3%-15.3pp |
| Annual return | 24.13% | 166.82%-142.7pp | 134.50%-110.4pp | 373.84%-349.7pp |
| Employer contribution / active EE | $968 | $5,478-82.3% | $4,821-79.9% | $4,755-79.6% |
| Participant deferral / active EE | $2,736 | $6,522-58.0% | $5,682-51.9% | $6,713-59.2% |
| Admin fee / account holder | $64 | $16,158-99.6% | $13,215-99.5% | $11,407-99.4% |