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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 | $4,520 | $232,540-98.1% | $185,117-97.6% | $147,585-96.9% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 36.35% | 43.03%-6.7pp | 40.50%-4.1pp | 578.58%-542.2pp |
| Employer contribution / active EE | $22 | $5,195-99.6% | $4,182-99.5% | $4,876-99.5% |
| Participant deferral / active EE | $1,521 | $5,834-73.9% | $5,045-69.9% | $5,439-72.0% |
| Admin fee / account holder | $47 | $10,275-99.5% | $8,159-99.4% | $10,886-99.6% |