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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 | $4,480 | $58,311-92.3% | $81,882-94.5% | $80,959-94.5% |
| Participation rate | 69.2% | 63.5%+5.7pp | 72.4%-3.2pp | 67.7%+1.6pp |
| Annual return | 11.01% | 41.85%-30.8pp | 779.47%-768.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $287 | $2,347-87.8% | $2,916-90.2% | $2,757-89.6% |
| Participant deferral / active EE | $747 | $3,287-77.3% | $4,323-82.7% | $4,300-82.6% |
| Admin fee / account holder | $82 | $4,752-98.3% | $7,360-98.9% | $6,925-98.8% |