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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 | $5,474 | $85,171-93.6% | $172,752-96.8% | $72,975-92.5% |
| Participation rate | 62.1% | 70.1%-8.0pp | 82.6%-20.6pp | 69.5%-7.4pp |
| Annual return | 34.30% | 27.32%+7.0pp | 802.97%-768.7pp | 81.01%-46.7pp |
| Employer contribution / active EE | $288 | $3,324-91.3% | $5,144-94.4% | $2,440-88.2% |
| Participant deferral / active EE | $1,058 | $3,260-67.6% | $5,198-79.7% | $3,608-70.7% |
| Admin fee / account holder | $132 | $5,880-97.8% | $13,955-99.1% | $5,124-97.4% |