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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 | $18,591 | $157,296-88.2% | $141,191-86.8% | $152,897-87.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.56% | 64.34%-42.8pp | 71.41%-49.8pp | 345.43%-323.9pp |
| Employer contribution / active EE | $509 | $5,262-90.3% | $4,736-89.2% | $4,764-89.3% |
| Participant deferral / active EE | $3,637 | $7,111-48.9% | $6,710-45.8% | $5,851-37.8% |
| Admin fee / account holder | $125 | $12,125-99.0% | $10,264-98.8% | $11,599-98.9% |