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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 | $4,957 | $77,908-93.6% | $149,696-96.7% | $75,173-93.4% |
| Participation rate | 44.0% | 65.6%-21.6pp | 78.8%-34.8pp | 67.2%-23.2pp |
| Annual return | 35.22% | 31.73%+3.5pp | 134.46%-99.2pp | 160.72%-125.5pp |
| Employer contribution / active EE | $213 | $3,138-93.2% | $4,821-95.6% | $2,671-92.0% |
| Participant deferral / active EE | $1,635 | $3,411-52.1% | $5,682-71.2% | $4,126-60.4% |
| Admin fee / account holder | $103 | $5,950-98.3% | $13,212-99.2% | $5,651-98.2% |