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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 | $9,602 | $148,582-93.5% | $135,942-92.9% | $139,456-93.1% |
| Participation rate | 38.5% | 83.9%-45.4pp | 81.9%-43.5pp | 80.3%-41.9pp |
| Annual return | 15.01% | 79.26%-64.2pp | 68.28%-53.3pp | 373.45%-358.4pp |
| Employer contribution / active EE | $586 | $5,245-88.8% | $4,858-87.9% | $4,753-87.7% |
| Participant deferral / active EE | $3,753 | $8,101-53.7% | $7,759-51.6% | $6,711-44.1% |
| Admin fee / account holder | $13 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |