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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 | $4,028 | $51,642-92.2% | $129,384-96.9% | $80,935-95.0% |
| Participation rate | 64.6% | 56.9%+7.7pp | 69.6%-5.0pp | 67.7%-3.0pp |
| Annual return | 11.86% | 20.78%-8.9pp | 9461.77%-9449.9pp | 35.66%-23.8pp |
| Employer contribution / active EE | $84 | $1,583-94.7% | $4,153-98.0% | $2,757-97.0% |
| Participant deferral / active EE | $793 | $2,670-70.3% | $4,166-81.0% | $4,299-81.6% |
| Admin fee / account holder | $154 | $4,312-96.4% | $7,686-98.0% | $6,924-97.8% |