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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 | $2,872 | $103,008-97.2% | $90,304-96.8% | $152,897-98.1% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 44.12% | 95.22%-51.1pp | 78.13%-34.0pp | 345.43%-301.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $823 | $4,281-80.8% | $3,885-78.8% | $5,851-85.9% |
| Admin fee / account holder | $14 | $6,175-99.8% | $5,354-99.7% | $11,599-99.9% |