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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 | $14,772 | $183,539-92.0% | $155,556-90.5% | $145,897-89.9% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 13.07% | 61.31%-48.2pp | 64.84%-51.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $191 | $5,315-96.4% | $4,675-95.9% | $4,663-95.9% |
| Participant deferral / active EE | $2,350 | $6,467-63.7% | $5,631-58.3% | $6,689-64.9% |
| Admin fee / account holder | $145 | $19,275-99.2% | $15,885-99.1% | $13,390-98.9% |