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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 | $7,553 | $111,301-93.2% | $112,977-93.3% | $158,966-95.2% |
| Participation rate | 60.0% | 83.5%-23.5pp | 82.6%-22.6pp | 82.0%-22.0pp |
| Annual return | 38.56% | 26.40%+12.2pp | 24.24%+14.3pp | 302.95%-264.4pp |
| Employer contribution / active EE | $1,123 | $4,471-74.9% | $4,255-73.6% | $4,762-76.4% |
| Participant deferral / active EE | $2,247 | $5,880-61.8% | $5,836-61.5% | $5,983-62.4% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,250-100.0% |