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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 | $2,521 | $101,618-97.5% | $93,063-97.3% | $137,256-98.2% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 17.02% | 223.95%-206.9pp | 34.15%-17.1pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2 | $2,707-99.9% | $2,476-99.9% | $4,156-100.0% |
| Participant deferral / active EE | $979 | $4,279-77.1% | $3,958-75.3% | $6,407-84.7% |
| Admin fee / account holder | $287 | $6,198-95.4% | $6,033-95.2% | $12,270-97.7% |