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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 | $17,861 | $227,399-92.1% | $189,758-90.6% | $198,609-91.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 19.48% | 61.03%-41.5pp | 52.62%-33.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $837 | $5,526-84.8% | $4,767-82.4% | $5,055-83.4% |
| Participant deferral / active EE | $3,345 | $6,837-51.1% | $5,856-42.9% | $6,977-52.1% |
| Admin fee / account holder | $45 | $25,162-99.8% | $20,388-99.8% | $19,030-99.8% |