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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 | $7,092 | $169,161-95.8% | $129,295-94.5% | $145,959-95.1% |
| Participation rate | 30.0% | 76.5%-46.5pp | 69.6%-39.6pp | 80.3%-50.3pp |
| Annual return | 14.10% | 14348.07%-14334.0pp | 9429.28%-9415.2pp | 561.95%-547.8pp |
| Employer contribution / active EE | $50 | $5,543-99.1% | $4,157-98.8% | $4,661-98.9% |
| Participant deferral / active EE | $1,769 | $4,989-64.5% | $4,169-57.6% | $6,689-73.5% |
| Admin fee / account holder | $58 | $9,878-99.4% | $7,665-99.2% | $13,398-99.6% |