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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 | $5,270 | $109,344-95.2% | $89,400-94.1% | $158,950-96.7% |
| Participation rate | 37.5% | 74.3%-36.8pp | 68.0%-30.5pp | 82.0%-44.5pp |
| Annual return | 7.26% | 345.73%-338.5pp | 245.64%-238.4pp | 302.91%-295.7pp |
| Employer contribution / active EE | $92 | $3,170-97.1% | $2,586-96.4% | $4,762-98.1% |
| Participant deferral / active EE | $942 | $4,599-79.5% | $3,890-75.8% | $5,983-84.2% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |