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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 | $5,460 | $55,472-90.2% | $155,567-96.5% | $74,546-92.7% |
| Participation rate | 49.6% | 61.9%-12.3pp | 78.2%-28.6pp | 67.2%-17.6pp |
| Annual return | 13.49% | 268.72%-255.2pp | 64.74%-51.2pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $319 | $2,269-85.9% | $4,674-93.2% | $2,624-87.8% |
| Participant deferral / active EE | $1,012 | $2,838-64.3% | $5,628-82.0% | $4,347-76.7% |
| Admin fee / account holder | $75 | $1,743-95.7% | $15,916-99.5% | $1,944-96.1% |