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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 | $7,950 | $43,423-81.7% | $78,676-89.9% | $55,167-85.6% |
| Participation rate | 40.4% | 68.0%-27.6pp | 73.6%-33.1pp | 69.0%-28.6pp |
| Annual return | 10.68% | 11.53%-0.8pp | 62.19%-51.5pp | 169.23%-158.6pp |
| Employer contribution / active EE | $121 | $1,997-93.9% | $2,850-95.8% | $1,963-93.8% |
| Participant deferral / active EE | $813 | $2,509-67.6% | $3,517-76.9% | $3,054-73.4% |
| Admin fee / account holder | $8 | $416-98.1% | $4,510-99.8% | $504-98.5% |