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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 | $21,836 | $112,131-80.5% | $95,964-77.2% | $158,982-86.3% |
| Participation rate | 40.0% | 79.0%-39.0pp | 77.1%-37.1pp | 82.0%-42.0pp |
| Annual return | 25.42% | 171.19%-145.8pp | 91.64%-66.2pp | 302.99%-277.6pp |
| Employer contribution / active EE | $418 | $3,199-86.9% | $2,541-83.5% | $4,763-91.2% |
| Participant deferral / active EE | $1,518 | $4,784-68.3% | $4,167-63.6% | $5,983-74.6% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |