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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 | $922 | $81,668-98.9% | $58,507-98.4% | $139,487-99.3% |
| Participation rate | 47.6% | 61.3%-13.7pp | 50.9%-3.3pp | 80.3%-32.7pp |
| Annual return | 20.50% | 7430.07%-7409.6pp | 4252.32%-4231.8pp | 373.84%-353.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $254 | $2,554-90.1% | $1,922-86.8% | $6,713-96.2% |
| Admin fee / account holder | $27 | $3,212-99.2% | $2,486-98.9% | $11,407-99.8% |