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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 | $6,972 | $183,592-96.2% | $155,574-95.5% | $145,877-95.2% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 35.94% | 61.37%-25.4pp | 64.87%-28.9pp | 551.28%-515.3pp |
| Employer contribution / active EE | $552 | $5,317-89.6% | $4,676-88.2% | $4,663-88.2% |
| Participant deferral / active EE | $3,546 | $6,466-45.2% | $5,629-37.0% | $6,691-47.0% |
| Admin fee / account holder | $11 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |