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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 | $10,448 | $135,956-92.3% | $123,894-91.6% | $273,972-96.2% |
| Participation rate | 15.8% | 84.1%-68.3pp | 81.4%-65.6pp | 83.0%-67.2pp |
| Annual return | 9.42% | 56.63%-47.2pp | 47.52%-38.1pp | 41.46%-32.0pp |
| Employer contribution / active EE | $656 | $5,170-87.3% | $4,617-85.8% | $4,869-86.5% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |