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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 | $6,239 | $72,272-91.4% | $101,264-93.8% | $79,858-92.2% |
| Participation rate | 27.1% | 68.5%-41.4pp | 75.8%-48.7pp | 69.6%-42.6pp |
| Annual return | 232.00% | 22.30%+209.7pp | 46.48%+185.5pp | 31.72%+200.3pp |
| Employer contribution / active EE | $221 | $2,692-91.8% | $3,660-94.0% | $2,471-91.0% |
| Participant deferral / active EE | $1,670 | $3,282-49.1% | $4,370-61.8% | $3,740-55.4% |
| Admin fee / account holder | $10 | $4,401-99.8% | $5,947-99.8% | $5,306-99.8% |