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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 | $1,641 | $88,672-98.1% | $105,223-98.4% | $82,448-98.0% |
| Participation rate | 44.4% | 67.9%-23.5pp | 75.0%-30.6pp | 68.1%-23.6pp |
| Annual return | 15.43% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $89 | $3,048-97.1% | $3,689-97.6% | $2,551-96.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $279 | $7,146-96.1% | $8,859-96.8% | $7,234-96.1% |