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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 | $5,151 | $60,119-91.4% | $90,430-94.3% | $79,858-93.5% |
| Participation rate | 51.5% | 65.0%-13.5pp | 72.7%-21.2pp | 69.6%-18.1pp |
| Annual return | 41.75% | 71.94%-30.2pp | 1293.73%-1252.0pp | 31.72%+10.0pp |
| Employer contribution / active EE | $176 | $2,068-91.5% | $3,262-94.6% | $2,471-92.9% |
| Participant deferral / active EE | $1,332 | $2,938-54.7% | $3,963-66.4% | $3,740-64.4% |
| Admin fee / account holder | $107 | $3,976-97.3% | $5,613-98.1% | $5,306-98.0% |