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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 | $3,029 | $97,125-96.9% | $86,233-96.5% | $137,256-97.8% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.0%-29.0pp | 80.0%-40.0pp |
| Annual return | 23.54% | 74.19%-50.6pp | 61.39%-37.8pp | 220.34%-196.8pp |
| Employer contribution / active EE | $54 | $2,841-98.1% | $2,504-97.8% | $4,156-98.7% |
| Participant deferral / active EE | $979 | $5,180-81.1% | $4,559-78.5% | $6,407-84.7% |
| Admin fee / account holder | $30 | $9,725-99.7% | $8,342-99.6% | $12,270-99.8% |