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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 | $5,848 | $107,353-94.6% | $92,903-93.7% | $152,885-96.2% |
| Participation rate | 56.3% | 79.8%-23.5pp | 76.0%-19.8pp | 82.5%-26.2pp |
| Annual return | 21.64% | 145.62%-124.0pp | 109.43%-87.8pp | 345.39%-323.7pp |
| Employer contribution / active EE | $626 | $4,222-85.2% | $3,653-82.9% | $4,763-86.8% |
| Participant deferral / active EE | $2,268 | $4,848-53.2% | $4,238-46.5% | $5,851-61.2% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |