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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 | $2,233 | $46,534-95.2% | $64,097-96.5% | $75,177-97.0% |
| Participation rate | 0.0% | 65.9%-65.9pp | 72.3%-72.3pp | 67.2%-67.2pp |
| Annual return | 54.68% | 26.07%+28.6pp | 33.75%+20.9pp | 160.75%-106.1pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $933 | $2,835-67.1% | $3,881-76.0% | $4,126-77.4% |
| Admin fee / account holder | $113 | $2,957-96.2% | $3,070-96.3% | $5,651-98.0% |