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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 | $2,370 | $76,407-96.9% | $150,298-98.4% | $82,448-97.1% |
| Participation rate | 69.2% | 66.4%+2.8pp | 77.8%-8.5pp | 68.1%+1.2pp |
| Annual return | 43.73% | 39.99%+3.7pp | 62.79%-19.1pp | 41.64%+2.1pp |
| Employer contribution / active EE | $231 | $2,614-91.1% | $4,154-94.4% | $2,551-90.9% |
| Participant deferral / active EE | $956 | $3,214-70.3% | $5,453-82.5% | $4,139-76.9% |
| Admin fee / account holder | $152 | $6,352-97.6% | $14,116-98.9% | $7,234-97.9% |