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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 | $10,916 | $106,008-89.7% | $92,240-88.2% | $147,586-92.6% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 16.55% | 50.05%-33.5pp | 176.29%-159.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $495 | $4,333-88.6% | $3,680-86.5% | $4,876-89.8% |
| Participant deferral / active EE | $2,524 | $4,478-43.6% | $3,897-35.2% | $5,439-53.6% |
| Admin fee / account holder | $14 | $6,333-99.8% | $5,194-99.7% | $10,886-99.9% |