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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 | $10,543 | $148,623-92.9% | $135,974-92.2% | $139,466-92.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 78.10% | 79.30%-1.2pp | 68.30%+9.8pp | 373.66%-295.6pp |
| Employer contribution / active EE | $863 | $5,246-83.6% | $4,859-82.2% | $4,754-81.9% |
| Participant deferral / active EE | $3,078 | $8,103-62.0% | $7,760-60.3% | $6,712-54.1% |
| Admin fee / account holder | $18 | $12,406-99.9% | $10,767-99.8% | $11,409-99.8% |