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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 | $15,758 | $149,741-89.5% | $118,914-86.7% | $158,982-90.1% |
| Participation rate | 27.8% | 82.1%-54.3pp | 75.4%-47.6pp | 82.0%-54.2pp |
| Annual return | 70.59% | 19.94%+50.6pp | 35.89%+34.7pp | 302.99%-232.4pp |
| Employer contribution / active EE | $581 | $4,119-85.9% | $3,264-82.2% | $4,763-87.8% |
| Participant deferral / active EE | $3,083 | $5,226-41.0% | $4,266-27.7% | $5,983-48.5% |
| Admin fee / account holder | $45 | $8,607-99.5% | $6,582-99.3% | $11,252-99.6% |