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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 | $6,649 | $73,518-91.0% | $63,005-89.4% | $147,585-95.5% |
| Participation rate | 41.2% | 77.9%-36.7pp | 74.8%-33.6pp | 82.8%-41.7pp |
| Annual return | 17.54% | 175.46%-157.9pp | 87.59%-70.1pp | 578.58%-561.0pp |
| Employer contribution / active EE | $163 | $3,322-95.1% | $2,760-94.1% | $4,876-96.7% |
| Participant deferral / active EE | $949 | $4,183-77.3% | $3,329-71.5% | $5,439-82.5% |
| Admin fee / account holder | $100 | $5,952-98.3% | $3,599-97.2% | $10,886-99.1% |