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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 | $166,242-91.2% | $165,071-91.2% | $145,884-90.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 17.41% | 100.44%-83.0pp | 70.17%-52.8pp | 551.85%-534.4pp |
| Employer contribution / active EE | $964 | $5,283-81.8% | $4,347-77.8% | $4,662-79.3% |
| Participant deferral / active EE | $4,604 | $6,964-33.9% | $6,035-23.7% | $6,690-31.2% |
| Admin fee / account holder | $26 | $16,658-99.8% | $12,695-99.8% | $13,392-99.8% |