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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 | $1,526 | $51,606-97.0% | $129,339-98.8% | $80,911-98.1% |
| Participation rate | 66.7% | 57.0%+9.7pp | 69.6%-3.0pp | 67.6%-1.0pp |
| Annual return | 14.10% | 20.76%-6.7pp | 9437.05%-9422.9pp | 35.63%-21.5pp |
| Employer contribution / active EE | $4 | $1,582-99.7% | $4,154-99.9% | $2,756-99.8% |
| Participant deferral / active EE | $1,131 | $2,669-57.6% | $4,170-72.9% | $4,297-73.7% |
| Admin fee / account holder | $58 | $4,310-98.7% | $7,668-99.2% | $6,935-99.2% |