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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 | $14,436 | $106,008-86.4% | $92,240-84.4% | $147,586-90.2% |
| Participation rate | 15.8% | 80.4%-64.6pp | 76.5%-60.7pp | 82.8%-67.0pp |
| Annual return | 19.25% | 50.05%-30.8pp | 176.29%-157.0pp | 578.59%-559.3pp |
| Employer contribution / active EE | $310 | $4,333-92.8% | $3,680-91.6% | $4,876-93.6% |
| Participant deferral / active EE | $1,528 | $4,478-65.9% | $3,897-60.8% | $5,439-71.9% |
| Admin fee / account holder | $28 | $6,333-99.6% | $5,194-99.5% | $10,886-99.7% |