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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 | $16,595 | $68,573-75.8% | $120,368-86.2% | $80,874-79.5% |
| Participation rate | 51.2% | 61.6%-10.4pp | 71.9%-20.7pp | 67.6%-16.5pp |
| Annual return | 59.83% | 23.61%+36.2pp | 107.26%-47.4pp | 35.62%+24.2pp |
| Employer contribution / active EE | $459 | $2,052-77.6% | $3,465-86.7% | $2,756-83.3% |
| Participant deferral / active EE | $2,313 | $3,174-27.1% | $4,991-53.7% | $4,297-46.2% |
| Admin fee / account holder | $42 | $5,734-99.3% | $9,429-99.6% | $6,935-99.4% |