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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 | $8,703 | $99,652-91.3% | $78,778-89.0% | $147,586-94.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 23.08% | 47.28%-24.2pp | 35.62%-12.5pp | 578.59%-555.5pp |
| Employer contribution / active EE | $219 | $2,796-92.2% | $1,986-89.0% | $4,876-95.5% |
| Participant deferral / active EE | $2,343 | $3,664-36.0% | $2,958-20.8% | $5,439-56.9% |
| Admin fee / account holder | $73 | $7,155-99.0% | $5,134-98.6% | $10,886-99.3% |