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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 | $2,074 | $108,212-98.1% | $77,513-97.3% | $158,966-98.7% |
| Participation rate | 53.8% | 64.4%-10.6pp | 54.2%-0.3pp | 82.0%-28.1pp |
| Annual return | 21.50% | 31.67%-10.2pp | 54.81%-33.3pp | 302.95%-281.5pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $474 | $2,455-80.7% | $1,861-74.5% | $5,983-92.1% |
| Admin fee / account holder | $19 | $3,709-99.5% | $2,859-99.3% | $11,250-99.8% |