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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 | $10,759 | $46,464-76.8% | $150,298-92.8% | $79,634-86.5% |
| Participation rate | 14.5% | 57.0%-42.5pp | 77.8%-63.3pp | 62.5%-48.0pp |
| Annual return | 50.91% | 27.89%+23.0pp | 62.79%-11.9pp | 36.46%+14.4pp |
| Employer contribution / active EE | $186 | $1,512-87.7% | $4,154-95.5% | $2,529-92.7% |
| Participant deferral / active EE | $582 | $2,157-73.0% | $5,453-89.3% | $3,835-84.8% |
| Admin fee / account holder | $273 | $891-69.4% | $14,116-98.1% | $1,002-72.8% |