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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 | $1,167 | $185,312-99.4% | $161,489-99.3% | $154,746-99.2% |
| Participation rate | 52.9% | 82.5%-29.5pp | 78.7%-25.8pp | 80.7%-27.8pp |
| Annual return | 20.57% | 103.84%-83.3pp | 89.72%-69.1pp | 172.34%-151.8pp |
| Employer contribution / active EE | $251 | $4,769-94.7% | $4,268-94.1% | $4,379-94.3% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $40 | $18,654-99.8% | $16,006-99.7% | $14,365-99.7% |