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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 | $11,913 | $85,094-86.0% | $76,327-84.4% | $145,884-91.8% |
| Participation rate | 0.0% | 82.9%-82.9pp | 79.2%-79.2pp | 80.3%-80.3pp |
| Annual return | 12.50% | 13.13%-0.6pp | 13.79%-1.3pp | 551.85%-539.4pp |
| Employer contribution / active EE | $437 | $5,261-91.7% | $4,584-90.5% | $4,662-90.6% |
| Participant deferral / active EE | $6,190 | $6,390-3.1% | $5,478+13.0% | $6,690-7.5% |
| Admin fee / account holder | $0 | $5,773-100.0% | $5,139-100.0% | $13,392-100.0% |