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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 | $991 | $37,156-97.3% | $83,854-98.8% | $86,983-98.9% |
| Participation rate | 66.7% | 49.1%+17.6pp | 59.1%+7.6pp | 69.5%-2.9pp |
| Annual return | 20.16% | 29.88%-9.7pp | 31.39%-11.2pp | 25.83%-5.7pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $322 | $1,418-77.3% | $2,035-84.2% | $4,194-92.3% |
| Admin fee / account holder | $30 | $2,510-98.8% | $3,197-99.1% | $7,856-99.6% |