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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 | $2,020 | $113,338-98.2% | $94,993-97.9% | $147,586-98.6% |
| Participation rate | 69.2% | 78.0%-8.7pp | 73.9%-4.7pp | 82.8%-13.6pp |
| Annual return | 21.66% | 20.80%+0.9pp | 27.14%-5.5pp | 578.59%-556.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $976 | $3,777-74.2% | $3,317-70.6% | $5,439-82.1% |
| Admin fee / account holder | $5 | $6,063-99.9% | $4,960-99.9% | $10,886-100.0% |