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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 | $8,419 | $53,128-84.2% | $86,582-90.3% | $70,126-88.0% |
| Participation rate | 51.4% | 65.3%-14.0pp | 73.5%-22.2pp | 69.5%-18.2pp |
| Annual return | 20.04% | 27.66%-7.6pp | 965.08%-945.0pp | 73.15%-53.1pp |
| Employer contribution / active EE | $163 | $2,068-92.1% | $2,839-94.3% | $2,343-93.0% |
| Participant deferral / active EE | $869 | $2,695-67.7% | $3,609-75.9% | $3,332-73.9% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |