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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 | $6,777 | $77,901-91.3% | $149,717-95.5% | $75,181-91.0% |
| Participation rate | 27.3% | 65.6%-38.3pp | 78.8%-51.5pp | 67.2%-39.9pp |
| Annual return | 21.81% | 31.73%-9.9pp | 134.41%-112.6pp | 160.69%-138.9pp |
| Employer contribution / active EE | $204 | $3,137-93.5% | $4,820-95.8% | $2,671-92.4% |
| Participant deferral / active EE | $980 | $3,411-71.3% | $5,682-82.8% | $4,126-76.3% |
| Admin fee / account holder | $57 | $5,949-99.0% | $13,213-99.6% | $5,650-99.0% |