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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 | $8,017 | $160,028-95.0% | $147,080-94.5% | $145,884-94.5% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 15.28% | 98.60%-83.3pp | 420.17%-404.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $487 | $5,286-90.8% | $4,933-90.1% | $4,662-89.6% |
| Participant deferral / active EE | $3,148 | $8,422-62.6% | $8,066-61.0% | $6,690-52.9% |
| Admin fee / account holder | $229 | $15,030-98.5% | $12,989-98.2% | $13,392-98.3% |