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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 | $3,914 | $45,041-91.3% | $63,003-93.8% | $70,131-94.4% |
| Participation rate | 49.0% | 69.5%-20.5pp | 74.8%-25.8pp | 69.5%-20.5pp |
| Annual return | 26.18% | 18.76%+7.4pp | 87.59%-61.4pp | 73.14%-47.0pp |
| Employer contribution / active EE | $265 | $2,052-87.1% | $2,760-90.4% | $2,342-88.7% |
| Participant deferral / active EE | $885 | $2,465-64.1% | $3,329-73.4% | $3,332-73.4% |
| Admin fee / account holder | $8 | $2,836-99.7% | $3,600-99.8% | $4,645-99.8% |