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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 | $593 | $94,439-99.4% | $73,658-99.2% | $154,746-99.6% |
| Participation rate | 60.0% | 64.7%-4.7pp | 57.0%+3.0pp | 80.7%-20.7pp |
| Annual return | 17.69% | 28.25%-10.6pp | 29.72%-12.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $272 | $2,527-89.2% | $2,062-86.8% | $6,730-96.0% |
| Admin fee / account holder | $60 | $3,843-98.4% | $3,357-98.2% | $14,365-99.6% |