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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 | $29,851 | $168,635-82.3% | $147,617-79.8% | $125,389-76.2% |
| Participation rate | 56.3% | 88.8%-32.5pp | 84.6%-28.4pp | 83.2%-26.9pp |
| Annual return | 0.36% | 77.65%-77.3pp | 61.98%-61.6pp | 282.24%-281.9pp |
| Employer contribution / active EE | $956 | $6,252-84.7% | $5,564-82.8% | $4,866-80.3% |
| Participant deferral / active EE | $3,836 | $5,507-30.3% | $4,895-21.6% | $5,352-28.3% |
| Admin fee / account holder | $3 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |