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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 | $11,552 | $148,623-92.2% | $135,974-91.5% | $139,466-91.7% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 79.01% | 79.30%-0.3pp | 68.30%+10.7pp | 373.66%-294.7pp |
| Employer contribution / active EE | $916 | $5,246-82.5% | $4,859-81.1% | $4,754-80.7% |
| Participant deferral / active EE | $2,559 | $8,103-68.4% | $7,760-67.0% | $6,712-61.9% |
| Admin fee / account holder | $43 | $12,406-99.7% | $10,767-99.6% | $11,409-99.6% |