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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 | $3,575 | $64,324-94.4% | $118,946-97.0% | $79,852-95.5% |
| Participation rate | 64.4% | 64.9%-0.4pp | 75.4%-10.9pp | 69.6%-5.2pp |
| Annual return | 40.04% | 86.45%-46.4pp | 35.89%+4.2pp | 31.72%+8.3pp |
| Employer contribution / active EE | $235 | $1,836-87.2% | $3,263-92.8% | $2,471-90.5% |
| Participant deferral / active EE | $2,967 | $2,824+5.1% | $4,266-30.4% | $3,740-20.7% |
| Admin fee / account holder | $256 | $4,040-93.7% | $6,581-96.1% | $5,306-95.2% |