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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 | $11,875 | $168,626-93.0% | $133,698-91.1% | $145,897-91.9% |
| Participation rate | 58.3% | 80.4%-22.0pp | 76.4%-18.1pp | 80.3%-22.0pp |
| Annual return | 15.76% | 1168.99%-1153.2pp | 580.90%-565.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $842 | $5,290-84.1% | $4,218-80.0% | $4,663-81.9% |
| Participant deferral / active EE | $3,188 | $8,688-63.3% | $7,016-54.6% | $6,689-52.3% |
| Admin fee / account holder | $27 | $9,638-99.7% | $6,703-99.6% | $13,390-99.8% |