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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 | $2,412 | $108,226-97.8% | $77,513-96.9% | $158,950-98.5% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 17.28% | 31.67%-14.4pp | 54.81%-37.5pp | 302.91%-285.6pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $553 | $2,456-77.5% | $1,861-70.3% | $5,983-90.8% |
| Admin fee / account holder | $251 | $3,710-93.2% | $2,859-91.2% | $11,248-97.8% |