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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 | $14,919 | $107,363-86.1% | $92,909-83.9% | $152,897-90.2% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 25.42% | 145.63%-120.2pp | 109.44%-84.0pp | 345.43%-320.0pp |
| Employer contribution / active EE | $457 | $4,222-89.2% | $3,653-87.5% | $4,764-90.4% |
| Participant deferral / active EE | $1,453 | $4,848-70.0% | $4,238-65.7% | $5,851-75.2% |
| Admin fee / account holder | $230 | $7,082-96.8% | $5,795-96.0% | $11,599-98.0% |