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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 | $12,253 | $159,934-92.3% | $147,005-91.7% | $145,959-91.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 17.08% | 98.24%-81.2pp | 418.76%-401.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $873 | $5,287-83.5% | $4,934-82.3% | $4,661-81.3% |
| Participant deferral / active EE | $2,761 | $8,427-67.2% | $8,070-65.8% | $6,689-58.7% |
| Admin fee / account holder | $21 | $15,053-99.9% | $13,006-99.8% | $13,398-99.8% |