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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 | $12,671 | $228,395-94.5% | $185,861-93.2% | $158,982-92.0% |
| Participation rate | 21.4% | 82.3%-60.9pp | 78.0%-56.6pp | 82.0%-60.5pp |
| Annual return | 26.06% | 40.82%-14.8pp | 35.96%-9.9pp | 302.99%-276.9pp |
| Employer contribution / active EE | $177 | $4,968-96.4% | $4,088-95.7% | $4,763-96.3% |
| Participant deferral / active EE | $1,769 | $6,417-72.4% | $5,634-68.6% | $5,983-70.4% |
| Admin fee / account holder | $80 | $11,869-99.3% | $9,503-99.2% | $11,252-99.3% |