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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 | $12,681 | $201,370-93.7% | $184,256-93.1% | $145,897-91.3% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 19.24% | 29.05%-9.8pp | 28.85%-9.6pp | 552.29%-533.0pp |
| Employer contribution / active EE | $58 | $7,024-99.2% | $6,427-99.1% | $4,663-98.8% |
| Participant deferral / active EE | $4,174 | $9,808-57.4% | $9,133-54.3% | $6,689-37.6% |
| Admin fee / account holder | $2 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |