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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 | $3,755 | $157,829-97.6% | $136,867-97.3% | $198,609-98.1% |
| Participation rate | 64.3% | 77.2%-12.9pp | 74.5%-10.3pp | 82.4%-18.1pp |
| Annual return | 28.14% | 51.25%-23.1pp | 42.97%-14.8pp | 202.70%-174.6pp |
| Employer contribution / active EE | $534 | $3,923-86.4% | $3,547-84.9% | $5,055-89.4% |
| Participant deferral / active EE | $2,125 | $5,463-61.1% | $4,924-56.8% | $6,977-69.5% |
| Admin fee / account holder | $175 | $11,107-98.4% | $10,340-98.3% | $19,030-99.1% |