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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 | $6,909 | $111,785-93.8% | $93,669-92.6% | $145,877-95.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 13.40% | 203.79%-190.4pp | 133.59%-120.2pp | 551.28%-537.9pp |
| Employer contribution / active EE | $515 | $3,096-83.4% | $2,424-78.7% | $4,663-89.0% |
| Participant deferral / active EE | $1,320 | $4,919-73.2% | $4,416-70.1% | $6,691-80.3% |
| Admin fee / account holder | $37 | $10,256-99.6% | $8,291-99.6% | $13,402-99.7% |