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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 | $20,532 | $165,399-87.6% | $149,745-86.3% | $158,982-87.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 19.87% | 348.34%-328.5pp | 276.72%-256.9pp | 302.99%-283.1pp |
| Employer contribution / active EE | $723 | $5,105-85.8% | $4,646-84.4% | $4,763-84.8% |
| Participant deferral / active EE | $4,933 | $7,183-31.3% | $6,843-27.9% | $5,983-17.6% |
| Admin fee / account holder | $71 | $10,811-99.3% | $9,312-99.2% | $11,252-99.4% |