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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 | $5,049 | $90,530-94.4% | $76,030-93.4% | $145,897-96.5% |
| Participation rate | 69.2% | 74.4%-5.2pp | 69.1%+0.2pp | 80.3%-11.1pp |
| Annual return | 15.18% | 625.08%-609.9pp | 361.54%-346.4pp | 552.29%-537.1pp |
| Employer contribution / active EE | $382 | $3,319-88.5% | $2,688-85.8% | $4,663-91.8% |
| Participant deferral / active EE | $1,630 | $5,164-68.4% | $4,257-61.7% | $6,689-75.6% |
| Admin fee / account holder | $41 | $8,383-99.5% | $6,421-99.4% | $13,390-99.7% |