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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 | $9,323 | $53,837-82.7% | $75,714-87.7% | $85,847-89.1% |
| Participation rate | 41.1% | 69.1%-28.0pp | 74.8%-33.8pp | 69.3%-28.2pp |
| Annual return | 80.57% | 24.54%+56.0pp | 104.62%-24.1pp | 318.61%-238.0pp |
| Employer contribution / active EE | $323 | $2,017-84.0% | $2,744-88.2% | $2,565-87.4% |
| Participant deferral / active EE | $1,084 | $2,895-62.6% | $3,820-71.6% | $3,952-72.6% |
| Admin fee / account holder | $30 | $3,339-99.1% | $3,619-99.2% | $6,261-99.5% |