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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 | $8,154 | $48,337-83.1% | $67,560-87.9% | $80,959-89.9% |
| Participation rate | 21.7% | 66.4%-44.7pp | 72.9%-51.2pp | 67.7%-45.9pp |
| Annual return | 31.62% | 18.26%+13.4pp | 3533.50%-3501.9pp | 35.67%-4.1pp |
| Employer contribution / active EE | $289 | $2,023-85.7% | $2,737-89.4% | $2,757-89.5% |
| Participant deferral / active EE | $934 | $2,928-68.1% | $4,004-76.7% | $4,300-78.3% |
| Admin fee / account holder | $55 | $3,695-98.5% | $3,994-98.6% | $6,925-99.2% |