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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 | $11,840 | $166,268-92.9% | $165,100-92.8% | $145,897-91.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 11.57% | 100.52%-89.0pp | 70.21%-58.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $949 | $5,284-82.0% | $4,348-78.2% | $4,663-79.7% |
| Participant deferral / active EE | $2,124 | $6,964-69.5% | $6,035-64.8% | $6,689-68.3% |
| Admin fee / account holder | $200 | $16,659-98.8% | $12,696-98.4% | $13,390-98.5% |