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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 | $14,447 | $103,392-86.0% | $87,104-83.4% | $152,897-90.6% |
| Participation rate | 53.8% | 79.4%-25.5pp | 76.9%-23.0pp | 82.5%-28.6pp |
| Annual return | 24.73% | 28.10%-3.4pp | 28.19%-3.5pp | 345.43%-320.7pp |
| Employer contribution / active EE | $393 | $3,221-87.8% | $2,521-84.4% | $4,764-91.8% |
| Participant deferral / active EE | $1,571 | $4,778-67.1% | $4,048-61.2% | $5,851-73.2% |
| Admin fee / account holder | $209 | $12,194-98.3% | $7,491-97.2% | $11,599-98.2% |