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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 | $14,594 | $166,131-91.2% | $164,975-91.2% | $145,877-90.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 17.41% | 100.37%-83.0pp | 70.12%-52.7pp | 551.28%-533.9pp |
| Employer contribution / active EE | $964 | $5,276-81.7% | $4,343-77.8% | $4,663-79.3% |
| Participant deferral / active EE | $4,604 | $6,962-33.9% | $6,033-23.7% | $6,691-31.2% |
| Admin fee / account holder | $26 | $16,648-99.8% | $12,688-99.8% | $13,402-99.8% |