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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 | $8,046 | $105,145-92.3% | $94,664-91.5% | $139,466-94.2% |
| Participation rate | 63.2% | 82.4%-19.2pp | 80.8%-17.7pp | 80.3%-17.2pp |
| Annual return | 60.51% | 38.09%+22.4pp | 156.84%-96.3pp | 373.66%-313.2pp |
| Employer contribution / active EE | $297 | $4,107-92.8% | $3,673-91.9% | $4,754-93.8% |
| Participant deferral / active EE | $3,836 | $7,599-49.5% | $7,417-48.3% | $6,712-42.8% |
| Admin fee / account holder | $30 | $8,972-99.7% | $7,222-99.6% | $11,409-99.7% |