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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 | $10,006 | $72,177-86.1% | $115,038-91.3% | $59,633-83.2% |
| Participation rate | 56.4% | 72.6%-16.2pp | 81.4%-25.0pp | 68.7%-12.3pp |
| Annual return | 85.40% | 12.02%+73.4pp | 26.14%+59.3pp | 2041.45%-1956.0pp |
| Employer contribution / active EE | $426 | $2,841-85.0% | $4,608-90.7% | $2,203-80.6% |
| Participant deferral / active EE | $2,869 | $4,783-40.0% | $6,026-52.4% | $3,192-10.1% |
| Admin fee / account holder | $37 | $4,927-99.3% | $8,175-99.6% | $4,297-99.1% |