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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 | $13,905 | $228,395-93.9% | $185,861-92.5% | $158,982-91.3% |
| Participation rate | 25.0% | 82.3%-57.3pp | 78.0%-53.0pp | 82.0%-57.0pp |
| Annual return | 25.05% | 40.82%-15.8pp | 35.96%-10.9pp | 302.99%-277.9pp |
| Employer contribution / active EE | $492 | $4,968-90.1% | $4,088-88.0% | $4,763-89.7% |
| Participant deferral / active EE | $1,545 | $6,417-75.9% | $5,634-72.6% | $5,983-74.2% |
| Admin fee / account holder | $28 | $11,869-99.8% | $9,503-99.7% | $11,252-99.8% |