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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 | $1,014 | $174,018-99.4% | $136,833-99.3% | $198,609-99.5% |
| Participation rate | 57.1% | 65.1%-8.0pp | 59.0%-1.9pp | 82.4%-25.2pp |
| Annual return | 206.03% | 35.16%+170.9pp | 35.32%+170.7pp | 202.70%+3.3pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $733 | $2,873-74.5% | $2,441-70.0% | $6,977-89.5% |
| Admin fee / account holder | $52 | $5,434-99.1% | $4,706-98.9% | $19,030-99.7% |