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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 | $9,085 | $138,076-93.4% | $123,553-92.6% | $135,380-93.3% |
| Participation rate | 56.5% | 84.7%-28.2pp | 82.3%-25.8pp | 82.6%-26.1pp |
| Annual return | 12.42% | 153.70%-141.3pp | 119.21%-106.8pp | 519.81%-507.4pp |
| Employer contribution / active EE | $489 | $5,152-90.5% | $4,628-89.4% | $4,779-89.8% |
| Participant deferral / active EE | $2,527 | $6,800-62.8% | $6,426-60.7% | $5,609-55.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |