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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 | $11,456 | $73,546-84.4% | $63,018-81.8% | $147,586-92.2% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 13.79% | 175.56%-161.8pp | 87.62%-73.8pp | 578.59%-564.8pp |
| Employer contribution / active EE | $48 | $3,324-98.6% | $2,761-98.3% | $4,876-99.0% |
| Participant deferral / active EE | $1,206 | $4,185-71.2% | $3,330-63.8% | $5,439-77.8% |
| Admin fee / account holder | $25 | $5,956-99.6% | $3,601-99.3% | $10,886-99.8% |