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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 | $2,245 | $73,546-96.9% | $63,018-96.4% | $147,586-98.5% |
| Participation rate | 44.4% | 77.9%-33.4pp | 74.8%-30.4pp | 82.8%-38.4pp |
| Annual return | 30.62% | 175.56%-144.9pp | 87.62%-57.0pp | 578.59%-548.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $978 | $4,185-76.6% | $3,330-70.6% | $5,439-82.0% |
| Admin fee / account holder | $9 | $5,956-99.9% | $3,601-99.8% | $10,886-99.9% |