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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 | $5,031 | $93,346-94.6% | $71,796-93.0% | $273,972-98.2% |
| Participation rate | 45.8% | 76.5%-30.7pp | 69.1%-23.3pp | 83.0%-37.2pp |
| Annual return | 8.18% | 130.39%-122.2pp | 78.04%-69.9pp | 41.46%-33.3pp |
| Employer contribution / active EE | $164 | $2,733-94.0% | $1,924-91.5% | $4,869-96.6% |
| Participant deferral / active EE | $787 | $3,475-77.4% | $2,794-71.8% | $5,287-85.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |