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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 | $15,848 | $185,905-91.5% | $170,057-90.7% | $139,487-88.6% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 26.33% | 60.56%-34.2pp | 53.42%-27.1pp | 373.84%-347.5pp |
| Employer contribution / active EE | $355 | $7,597-95.3% | $6,790-94.8% | $4,755-92.5% |
| Participant deferral / active EE | $3,074 | $11,627-73.6% | $10,411-70.5% | $6,713-54.2% |
| Admin fee / account holder | $99 | $15,397-99.4% | $12,826-99.2% | $11,407-99.1% |