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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 | $9,113 | $162,821-94.4% | $133,978-93.2% | $158,982-94.3% |
| Participation rate | 61.9% | 83.2%-21.3pp | 79.8%-17.9pp | 82.0%-20.1pp |
| Annual return | 29.27% | 41.95%-12.7pp | 45.10%-15.8pp | 302.99%-273.7pp |
| Employer contribution / active EE | $615 | $4,976-87.6% | $3,919-84.3% | $4,763-87.1% |
| Participant deferral / active EE | $3,247 | $5,910-45.1% | $5,047-35.7% | $5,983-45.7% |
| Admin fee / account holder | $273 | $11,742-97.7% | $8,930-96.9% | $11,252-97.6% |