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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 | $5,406 | $106,918-94.9% | $84,021-93.6% | $152,897-96.5% |
| Participation rate | 45.5% | 75.2%-29.8pp | 69.0%-23.6pp | 82.5%-37.0pp |
| Annual return | 67.45% | 105.01%-37.6pp | 71.32%-3.9pp | 345.43%-278.0pp |
| Employer contribution / active EE | $168 | $2,735-93.8% | $1,984-91.5% | $4,764-96.5% |
| Participant deferral / active EE | $1,676 | $4,012-58.2% | $3,239-48.3% | $5,851-71.4% |
| Admin fee / account holder | $16 | $8,288-99.8% | $6,102-99.7% | $11,599-99.9% |