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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 | $4,137 | $108,226-96.2% | $77,513-94.7% | $158,950-97.4% |
| Participation rate | 17.4% | 64.4%-47.0pp | 54.2%-36.8pp | 82.0%-64.6pp |
| Annual return | 20.05% | 31.67%-11.6pp | 54.81%-34.8pp | 302.91%-282.9pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $299 | $2,456-87.8% | $1,861-83.9% | $5,983-95.0% |
| Admin fee / account holder | $6 | $3,710-99.8% | $2,859-99.8% | $11,248-99.9% |