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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 | $1,109 | $127,296-99.1% | $109,907-99.0% | $167,536-99.3% |
| Participation rate | 68.8% | 77.9%-9.1pp | 74.2%-5.5pp | 82.1%-13.4pp |
| Annual return | 13.24% | 22.97%-9.7pp | 29.46%-16.2pp | 478.82%-465.6pp |
| Employer contribution / active EE | $130 | $3,325-96.1% | $2,844-95.4% | $4,839-97.3% |
| Participant deferral / active EE | $1,662 | $4,513-63.2% | $4,047-58.9% | $6,342-73.8% |
| Admin fee / account holder | $128 | $7,119-98.2% | $6,069-97.9% | $12,315-99.0% |