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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 | $12,927 | $85,171-84.8% | $172,752-92.5% | $72,975-82.3% |
| Participation rate | 58.9% | 70.1%-11.1pp | 82.6%-23.7pp | 69.5%-10.6pp |
| Annual return | 27.86% | 27.32%+0.5pp | 802.97%-775.1pp | 81.01%-53.2pp |
| Employer contribution / active EE | $395 | $3,324-88.1% | $5,144-92.3% | $2,440-83.8% |
| Participant deferral / active EE | $1,070 | $3,260-67.2% | $5,198-79.4% | $3,608-70.3% |
| Admin fee / account holder | $282 | $5,880-95.2% | $13,955-98.0% | $5,124-94.5% |