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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 | $1,561 | $94,439-98.3% | $73,658-97.9% | $154,746-99.0% |
| Participation rate | 44.4% | 64.7%-20.2pp | 57.0%-12.6pp | 80.7%-36.3pp |
| Annual return | 23.59% | 28.25%-4.7pp | 29.72%-6.1pp | 172.34%-148.7pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $306 | $2,527-87.9% | $2,062-85.2% | $6,730-95.5% |
| Admin fee / account holder | $6 | $3,843-99.8% | $3,357-99.8% | $14,365-100.0% |