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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 | $10,906 | $60,393-81.9% | $81,820-86.7% | $74,429-85.3% |
| Participation rate | 34.2% | 62.9%-28.7pp | 72.4%-38.2pp | 67.2%-33.0pp |
| Annual return | 14.62% | 16.89%-2.3pp | 777.93%-763.3pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $303 | $2,626-88.4% | $2,915-89.6% | $2,625-88.4% |
| Participant deferral / active EE | $1,003 | $3,397-70.5% | $4,323-76.8% | $4,348-76.9% |
| Admin fee / account holder | $33 | $1,491-97.8% | $7,391-99.6% | $1,944-98.3% |