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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 | $5,635 | $115,810-95.1% | $101,271-94.4% | $158,966-96.5% |
| Participation rate | 55.0% | 79.4%-24.4pp | 75.8%-20.8pp | 82.0%-27.0pp |
| Annual return | 100.41% | 56.15%+44.3pp | 46.48%+53.9pp | 302.95%-202.5pp |
| Employer contribution / active EE | $467 | $4,175-88.8% | $3,660-87.2% | $4,762-90.2% |
| Participant deferral / active EE | $1,631 | $4,958-67.1% | $4,371-62.7% | $5,983-72.7% |
| Admin fee / account holder | $22 | $7,248-99.7% | $5,948-99.6% | $11,250-99.8% |