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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 | $4,080 | $123,155-96.7% | $108,753-96.2% | $155,188-97.4% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 26.65% | 44.73%-18.1pp | 37.47%-10.8pp | 148.84%-122.2pp |
| Employer contribution / active EE | $352 | $2,811-87.5% | $2,427-85.5% | $4,248-91.7% |
| Participant deferral / active EE | $2,755 | $4,623-40.4% | $4,115-33.1% | $6,531-57.8% |
| Admin fee / account holder | $194 | $12,126-98.4% | $10,320-98.1% | $14,480-98.7% |