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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 | $3,733 | $91,167-95.9% | $178,498-97.9% | $79,858-95.3% |
| Participation rate | 37.1% | 69.2%-32.1pp | 81.9%-44.8pp | 69.6%-32.5pp |
| Annual return | 53.74% | 24.19%+29.6pp | 151.09%-97.4pp | 31.72%+22.0pp |
| Employer contribution / active EE | $329 | $3,255-89.9% | $5,011-93.4% | $2,471-86.7% |
| Participant deferral / active EE | $887 | $3,236-72.6% | $5,202-83.0% | $3,740-76.3% |
| Admin fee / account holder | $113 | $6,747-98.3% | $13,985-99.2% | $5,306-97.9% |