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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 | $3,114 | $152,897-98.0% | $16,660-81.3% | $152,897-98.0% |
| Participation rate | 55.6% | 82.5%-26.9pp | 43.9%+11.7pp | 82.5%-26.9pp |
| Annual return | 23.29% | 345.43%-322.1pp | 24.11%-0.8pp | 345.43%-322.1pp |
| Employer contribution / active EE | $371 | $4,764-92.2% | $12,689-97.1% | $4,764-92.2% |
| Participant deferral / active EE | $2,027 | $5,851-65.4% | $3,190-36.5% | $5,851-65.4% |
| Admin fee / account holder | $10 | $11,599-99.9% | $5+101.3% | $11,599-99.9% |