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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 | $1,091 | $104,650-99.0% | $83,854-98.7% | $155,188-99.3% |
| Participation rate | 29.4% | 65.1%-35.7pp | 59.1%-29.7pp | 80.8%-51.4pp |
| Annual return | 133.58% | 28.97%+104.6pp | 31.39%+102.2pp | 148.84%-15.3pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $266 | $2,367-88.8% | $2,035-86.9% | $6,531-95.9% |
| Admin fee / account holder | $2 | $3,518-100.0% | $3,197-99.9% | $14,480-100.0% |