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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 | $2,826 | $88,754-96.8% | $81,820-96.5% | $145,877-98.1% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 16.82% | 1031.77%-1014.9pp | 777.93%-761.1pp | 551.28%-534.5pp |
| Employer contribution / active EE | $13 | $3,085-99.6% | $2,915-99.5% | $4,663-99.7% |
| Participant deferral / active EE | $793 | $4,648-82.9% | $4,323-81.7% | $6,691-88.2% |
| Admin fee / account holder | $17 | $8,424-99.8% | $7,391-99.8% | $13,402-99.9% |