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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 | $9,278 | $63,346-85.4% | $92,240-89.9% | $70,126-86.8% |
| Participation rate | 42.3% | 68.7%-26.4pp | 76.5%-34.2pp | 69.5%-27.2pp |
| Annual return | 19.49% | 530.19%-510.7pp | 176.29%-156.8pp | 73.15%-53.7pp |
| Employer contribution / active EE | $188 | $2,471-92.4% | $3,680-94.9% | $2,343-92.0% |
| Participant deferral / active EE | $1,585 | $2,854-44.4% | $3,897-59.3% | $3,332-52.4% |
| Admin fee / account holder | $26 | $3,841-99.3% | $5,194-99.5% | $4,645-99.4% |