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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 | $6,931 | $78,707-91.2% | $117,861-94.1% | $70,126-90.1% |
| Participation rate | 53.1% | 73.2%-20.1pp | 79.7%-26.5pp | 69.5%-16.4pp |
| Annual return | 46.39% | 23.30%+23.1pp | 335.11%-288.7pp | 73.15%-26.8pp |
| Employer contribution / active EE | $410 | $2,223-81.6% | $3,786-89.2% | $2,343-82.5% |
| Participant deferral / active EE | $2,128 | $3,297-35.5% | $4,482-52.5% | $3,332-36.1% |
| Admin fee / account holder | $28 | $5,066-99.4% | $8,021-99.7% | $4,645-99.4% |