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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 | $11,040 | $227,291-95.1% | $214,702-94.9% | $155,188-92.9% |
| Participation rate | 44.4% | 88.0%-43.5pp | 87.5%-43.0pp | 80.8%-36.4pp |
| Annual return | 20.06% | 60.08%-40.0pp | 54.55%-34.5pp | 148.84%-128.8pp |
| Employer contribution / active EE | $935 | $6,772-86.2% | $6,461-85.5% | $4,248-78.0% |
| Participant deferral / active EE | $3,460 | $9,582-63.9% | $9,147-62.2% | $6,531-47.0% |
| Admin fee / account holder | $64 | $20,413-99.7% | $19,830-99.7% | $14,480-99.6% |