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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 | $4,995 | $102,638-95.1% | $81,982-93.9% | $158,982-96.9% |
| Participation rate | 54.2% | 75.5%-21.4pp | 69.3%-15.1pp | 82.0%-27.8pp |
| Annual return | 23.73% | 61.05%-37.3pp | 41.31%-17.6pp | 302.99%-279.3pp |
| Employer contribution / active EE | $101 | $3,241-96.9% | $2,498-96.0% | $4,763-97.9% |
| Participant deferral / active EE | $1,143 | $4,649-75.4% | $3,722-69.3% | $5,983-80.9% |
| Admin fee / account holder | $102 | $8,237-98.8% | $5,665-98.2% | $11,252-99.1% |