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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 | $3,447 | $118,875-97.1% | $96,572-96.4% | $167,553-97.9% |
| Participation rate | 53.8% | 75.5%-21.6pp | 69.8%-16.0pp | 82.1%-28.3pp |
| Annual return | 57.08% | 50.50%+6.6pp | 37.79%+19.3pp | 478.89%-421.8pp |
| Employer contribution / active EE | $235 | $3,121-92.5% | $2,357-90.0% | $4,840-95.1% |
| Participant deferral / active EE | $1,174 | $4,617-74.6% | $3,850-69.5% | $6,343-81.5% |
| Admin fee / account holder | $13 | $8,070-99.8% | $6,183-99.8% | $12,316-99.9% |