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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 | $4,543 | $102,245-95.6% | $89,340-94.9% | $137,256-96.7% |
| Participation rate | 33.3% | 74.9%-41.6pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 32.33% | 21.89%+10.4pp | 20.57%+11.8pp | 220.34%-188.0pp |
| Employer contribution / active EE | $82 | $2,529-96.8% | $2,231-96.3% | $4,156-98.0% |
| Participant deferral / active EE | $907 | $4,436-79.6% | $3,823-76.3% | $6,407-85.8% |
| Admin fee / account holder | $57 | $8,085-99.3% | $6,704-99.2% | $12,270-99.5% |