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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 | $12,781 | $125,237-89.8% | $105,608-87.9% | $145,877-91.2% |
| Participation rate | 35.3% | 77.7%-42.4pp | 75.3%-40.0pp | 80.3%-45.0pp |
| Annual return | 24.51% | 225.76%-201.2pp | 116.50%-92.0pp | 551.28%-526.8pp |
| Employer contribution / active EE | $281 | $3,720-92.4% | $3,167-91.1% | $4,663-94.0% |
| Participant deferral / active EE | $3,485 | $5,711-39.0% | $5,010-30.4% | $6,691-47.9% |
| Admin fee / account holder | $49 | $17,287-99.7% | $11,028-99.6% | $13,402-99.6% |