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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 | $14,236 | $160,028-91.1% | $147,080-90.3% | $145,884-90.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 17.18% | 98.60%-81.4pp | 420.17%-403.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $778 | $5,286-85.3% | $4,933-84.2% | $4,662-83.3% |
| Participant deferral / active EE | $3,960 | $8,422-53.0% | $8,066-50.9% | $6,690-40.8% |
| Admin fee / account holder | $140 | $15,030-99.1% | $12,989-98.9% | $13,392-99.0% |