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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 | $18,936 | $149,741-87.4% | $118,914-84.1% | $158,982-88.1% |
| Participation rate | 57.1% | 82.1%-25.0pp | 75.4%-18.3pp | 82.0%-24.8pp |
| Annual return | 26.47% | 19.94%+6.5pp | 35.89%-9.4pp | 302.99%-276.5pp |
| Employer contribution / active EE | $732 | $4,119-82.2% | $3,264-77.6% | $4,763-84.6% |
| Participant deferral / active EE | $2,838 | $5,226-45.7% | $4,266-33.5% | $5,983-52.6% |
| Admin fee / account holder | $51 | $8,607-99.4% | $6,582-99.2% | $11,252-99.5% |