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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 | $8,349 | $85,171-90.2% | $172,753-95.2% | $72,976-88.6% |
| Participation rate | 36.5% | 70.1%-33.6pp | 82.6%-46.2pp | 69.5%-33.0pp |
| Annual return | 26.32% | 27.32%-1.0pp | 803.00%-776.7pp | 81.02%-54.7pp |
| Employer contribution / active EE | $200 | $3,324-94.0% | $5,144-96.1% | $2,440-91.8% |
| Participant deferral / active EE | $977 | $3,260-70.0% | $5,198-81.2% | $3,608-72.9% |
| Admin fee / account holder | $268 | $5,880-95.4% | $13,956-98.1% | $5,124-94.8% |