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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 | $1,434 | $51,638-97.2% | $68,368-97.9% | $82,448-98.3% |
| Participation rate | 53.4% | 63.6%-10.2pp | 73.8%-20.3pp | 68.1%-14.7pp |
| Annual return | 81.11% | 37.53%+43.6pp | 292.57%-211.5pp | 41.64%+39.5pp |
| Employer contribution / active EE | $173 | $2,047-91.5% | $2,649-93.5% | $2,551-93.2% |
| Participant deferral / active EE | $624 | $2,914-78.6% | $4,123-84.9% | $4,139-84.9% |
| Admin fee / account holder | $289 | $4,643-93.8% | $5,150-94.4% | $7,234-96.0% |