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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 | $3,384 | $58,275-94.2% | $81,844-95.9% | $80,935-95.8% |
| Participation rate | 50.8% | 63.5%-12.6pp | 72.4%-21.6pp | 67.7%-16.8pp |
| Annual return | 18.05% | 41.82%-23.8pp | 778.87%-760.8pp | 35.66%-17.6pp |
| Employer contribution / active EE | $188 | $2,346-92.0% | $2,916-93.6% | $2,757-93.2% |
| Participant deferral / active EE | $829 | $3,285-74.8% | $4,323-80.8% | $4,299-80.7% |
| Admin fee / account holder | $74 | $4,749-98.4% | $7,355-99.0% | $6,924-98.9% |