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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 | $515 | $94,439-99.5% | $73,658-99.3% | $154,746-99.7% |
| Participation rate | 68.8% | 64.7%+4.1pp | 57.0%+11.7pp | 80.7%-12.0pp |
| Annual return | 7.18% | 28.25%-21.1pp | 29.72%-22.5pp | 172.34%-165.2pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $341 | $2,527-86.5% | $2,062-83.5% | $6,730-94.9% |
| Admin fee / account holder | $48 | $3,843-98.7% | $3,357-98.6% | $14,365-99.7% |