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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 | $9,010 | $154,209-94.2% | $130,062-93.1% | $139,487-93.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 16.95% | 32.52%-15.6pp | -137.37%+154.3pp | 373.84%-356.9pp |
| Employer contribution / active EE | $965 | $5,292-81.8% | $4,322-77.7% | $4,755-79.7% |
| Participant deferral / active EE | $2,068 | $6,709-69.2% | $5,821-64.5% | $6,713-69.2% |
| Admin fee / account holder | $248 | $13,988-98.2% | $10,601-97.7% | $11,407-97.8% |