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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 | $5,803 | $108,212-94.6% | $77,513-92.5% | $158,966-96.3% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 17.16% | 31.67%-14.5pp | 54.81%-37.7pp | 302.95%-285.8pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $601 | $2,455-75.5% | $1,861-67.7% | $5,983-90.0% |
| Admin fee / account holder | $15 | $3,709-99.6% | $2,859-99.5% | $11,250-99.9% |