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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 | $48,277-83.1% | $67,511-87.9% | $80,874-89.9% |
| Participation rate | 21.7% | 66.4%-44.6pp | 72.9%-51.1pp | 67.6%-45.9pp |
| Annual return | 31.62% | 18.27%+13.3pp | 3517.41%-3485.8pp | 35.62%-4.0pp |
| Employer contribution / active EE | $289 | $2,021-85.7% | $2,733-89.4% | $2,756-89.5% |
| Participant deferral / active EE | $934 | $2,926-68.1% | $4,000-76.7% | $4,297-78.3% |
| Admin fee / account holder | $55 | $3,687-98.5% | $3,999-98.6% | $6,935-99.2% |