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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 | $1,286 | $36,140-96.4% | $73,658-98.3% | $64,340-98.0% |
| Participation rate | 47.4% | 31.0%+16.3pp | 57.0%-9.7pp | 55.2%-7.9pp |
| Annual return | 49.10% | 21.48%+27.6pp | 29.72%+19.4pp | 24.14%+25.0pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $450 | $1,023-56.0% | $2,062-78.2% | $2,980-84.9% |
| Admin fee / account holder | $85 | $2,513-96.6% | $3,357-97.5% | $3,703-97.7% |