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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 | $15,096 | $105,200-85.7% | $159,474-90.5% | $85,847-82.4% |
| Participation rate | 46.2% | 75.8%-29.6pp | 82.8%-36.7pp | 69.3%-23.2pp |
| Annual return | 54.53% | 45.08%+9.5pp | 263.68%-209.1pp | 318.61%-264.1pp |
| Employer contribution / active EE | $534 | $3,319-83.9% | $4,831-88.9% | $2,565-79.2% |
| Participant deferral / active EE | $4,925 | $5,946-17.2% | $7,353-33.0% | $3,952+24.6% |
| Admin fee / account holder | $289 | $6,934-95.8% | $10,802-97.3% | $6,261-95.4% |