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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 | $6,360 | $66,431-90.4% | $109,916-94.2% | $85,851-92.6% |
| Participation rate | 38.6% | 63.9%-25.3pp | 74.2%-35.6pp | 69.3%-30.7pp |
| Annual return | 49.45% | 19.59%+29.9pp | 29.46%+20.0pp | 318.63%-269.2pp |
| Employer contribution / active EE | $284 | $1,688-83.2% | $2,844-90.0% | $2,565-88.9% |
| Participant deferral / active EE | $1,594 | $2,844-44.0% | $4,047-60.6% | $3,952-59.7% |
| Admin fee / account holder | $18 | $4,559-99.6% | $6,069-99.7% | $6,261-99.7% |