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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 | $17,724 | $171,492-89.7% | $150,734-88.2% | $198,609-91.1% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 23.85% | 804.70%-780.9pp | 600.81%-577.0pp | 202.70%-178.8pp |
| Employer contribution / active EE | $630 | $5,470-88.5% | $4,918-87.2% | $5,055-87.5% |
| Participant deferral / active EE | $3,050 | $6,259-51.3% | $5,610-45.6% | $6,977-56.3% |
| Admin fee / account holder | $31 | $17,628-99.8% | $14,905-99.8% | $19,030-99.8% |