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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 | $9,432 | $112,935-91.6% | $90,970-89.6% | $158,966-94.1% |
| Participation rate | 52.6% | 74.7%-22.1pp | 69.0%-16.4pp | 82.0%-29.3pp |
| Annual return | 14.03% | 215.79%-201.8pp | 134.58%-120.6pp | 302.95%-288.9pp |
| Employer contribution / active EE | $287 | $2,895-90.1% | $2,122-86.5% | $4,762-94.0% |
| Participant deferral / active EE | $1,676 | $4,129-59.4% | $3,373-50.3% | $5,983-72.0% |
| Admin fee / account holder | $44 | $8,045-99.5% | $5,960-99.3% | $11,250-99.6% |