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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 | $3,740 | $76,000-95.1% | $154,111-97.6% | $64,186-94.2% |
| Participation rate | 45.9% | 70.4%-24.5pp | 83.0%-37.1pp | 69.6%-23.6pp |
| Annual return | 8.05% | 30.32%-22.3pp | 735.15%-727.1pp | 7.63%+0.4pp |
| Employer contribution / active EE | $146 | $3,351-95.6% | $5,298-97.2% | $2,381-93.9% |
| Participant deferral / active EE | $1,143 | $3,175-64.0% | $5,081-77.5% | $3,470-67.1% |
| Admin fee / account holder | $36 | $5,596-99.3% | $13,411-99.7% | $4,888-99.3% |