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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 | $2,050 | $154,754-98.7% | $124,206-98.3% | $138,895-98.5% |
| Participation rate | 54.5% | 75.5%-20.9pp | 69.6%-15.0pp | 79.9%-25.4pp |
| Annual return | 24.32% | 709.28%-685.0pp | 515.27%-491.0pp | 145.39%-121.1pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,564 | $4,621-66.2% | $3,968-60.6% | $6,396-75.6% |
| Admin fee / account holder | $25 | $6,690-99.6% | $5,929-99.6% | $12,562-99.8% |