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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 | $7,082 | $168,636-95.8% | $147,618-95.2% | $125,388-94.4% |
| Participation rate | 63.2% | 88.8%-25.6pp | 84.6%-21.5pp | 83.2%-20.0pp |
| Annual return | -1.86% | 77.65%-79.5pp | 61.98%-63.8pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,112 | $6,252-82.2% | $5,565-80.0% | $4,866-77.1% |
| Participant deferral / active EE | $1,869 | $5,507-66.1% | $4,895-61.8% | $5,352-65.1% |
| Admin fee / account holder | $231 | $13,580-98.3% | $11,612-98.0% | $9,541-97.6% |