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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 | $9,181 | $51,631-82.2% | $129,397-92.9% | $80,925-88.7% |
| Participation rate | 42.9% | 56.9%-14.1pp | 69.6%-26.8pp | 67.7%-24.8pp |
| Annual return | 13.80% | 20.77%-7.0pp | 9453.98%-9440.2pp | 35.65%-21.8pp |
| Employer contribution / active EE | $203 | $1,583-87.2% | $4,154-95.1% | $2,756-92.6% |
| Participant deferral / active EE | $1,985 | $2,670-25.7% | $4,167-52.4% | $4,299-53.8% |
| Admin fee / account holder | $172 | $4,309-96.0% | $7,679-97.8% | $6,940-97.5% |