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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 | $12,890 | $51,184-74.8% | $66,439-80.6% | $86,983-85.2% |
| Participation rate | 44.4% | 68.5%-24.0pp | 74.5%-30.1pp | 69.5%-25.1pp |
| Annual return | 20.62% | 17.07%+3.5pp | 757.66%-737.0pp | 25.83%-5.2pp |
| Employer contribution / active EE | $182 | $2,023-91.0% | $2,637-93.1% | $2,584-92.9% |
| Participant deferral / active EE | $2,256 | $2,927-22.9% | $3,876-41.8% | $4,194-46.2% |
| Admin fee / account holder | $51 | $4,154-98.8% | $6,173-99.2% | $7,856-99.4% |