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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 | $13,953 | $217,432-93.6% | $185,849-92.5% | $167,536-91.7% |
| Participation rate | 64.3% | 86.1%-21.8pp | 81.7%-17.4pp | 82.1%-17.8pp |
| Annual return | 20.49% | 148.42%-127.9pp | 122.10%-101.6pp | 478.82%-458.3pp |
| Employer contribution / active EE | $685 | $5,875-88.3% | $5,169-86.8% | $4,839-85.9% |
| Participant deferral / active EE | $3,897 | $6,357-38.7% | $5,569-30.0% | $6,342-38.6% |
| Admin fee / account holder | $9 | $19,818-100.0% | $16,244-99.9% | $12,315-99.9% |