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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 | $15,540 | $129,737-88.0% | $119,126-87.0% | $154,746-90.0% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 26.96% | 379.08%-352.1pp | 282.11%-255.2pp | 172.34%-145.4pp |
| Employer contribution / active EE | $550 | $4,375-87.4% | $4,034-86.4% | $4,379-87.5% |
| Participant deferral / active EE | $3,571 | $5,842-38.9% | $5,318-32.8% | $6,730-46.9% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |