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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 | $22,729 | $149,741-84.8% | $118,914-80.9% | $158,982-85.7% |
| Participation rate | 66.7% | 82.1%-15.5pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 11.05% | 19.94%-8.9pp | 35.89%-24.8pp | 302.99%-291.9pp |
| Employer contribution / active EE | $809 | $4,119-80.4% | $3,264-75.2% | $4,763-83.0% |
| Participant deferral / active EE | $1,608 | $5,226-69.2% | $4,266-62.3% | $5,983-73.1% |
| Admin fee / account holder | $172 | $8,607-98.0% | $6,582-97.4% | $11,252-98.5% |