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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 | $5,324 | $85,171-93.7% | $172,752-96.9% | $72,975-92.7% |
| Participation rate | 31.4% | 70.1%-38.6pp | 82.6%-51.2pp | 69.5%-38.1pp |
| Annual return | 23.00% | 27.32%-4.3pp | 802.97%-780.0pp | 81.01%-58.0pp |
| Employer contribution / active EE | $229 | $3,324-93.1% | $5,144-95.5% | $2,440-90.6% |
| Participant deferral / active EE | $1,056 | $3,260-67.6% | $5,198-79.7% | $3,608-70.7% |
| Admin fee / account holder | $268 | $5,880-95.4% | $13,955-98.1% | $5,124-94.8% |