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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 | $8,216 | $46,732-82.4% | $156,551-94.8% | $55,167-85.1% |
| Participation rate | 33.3% | 65.8%-32.5pp | 84.0%-50.7pp | 69.0%-35.7pp |
| Annual return | 79.23% | 17.72%+61.5pp | 32.23%+47.0pp | 169.23%-90.0pp |
| Employer contribution / active EE | $112 | $2,105-94.7% | $5,501-98.0% | $1,963-94.3% |
| Participant deferral / active EE | $1,107 | $2,204-49.8% | $4,871-77.3% | $3,054-63.8% |
| Admin fee / account holder | $280 | $418-33.1% | $13,028-97.9% | $504-44.5% |