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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 | $17,394 | $58,726-70.4% | $142,898-87.8% | $85,847-79.7% |
| Participation rate | 50.7% | 58.5%-7.8pp | 72.0%-21.3pp | 69.3%-18.6pp |
| Annual return | 15.39% | 27.73%-12.3pp | 5639.64%-5624.2pp | 318.61%-303.2pp |
| Employer contribution / active EE | $122 | $1,424-91.4% | $4,146-97.0% | $2,565-95.2% |
| Participant deferral / active EE | $2,067 | $2,609-20.8% | $3,838-46.2% | $3,952-47.7% |
| Admin fee / account holder | $224 | $4,234-94.7% | $6,560-96.6% | $6,261-96.4% |