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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 | $916 | $51,638-98.2% | $68,368-98.7% | $82,448-98.9% |
| Participation rate | 47.1% | 63.6%-16.6pp | 73.8%-26.7pp | 68.1%-21.0pp |
| Annual return | 123.49% | 37.53%+86.0pp | 292.57%-169.1pp | 41.64%+81.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $510 | $2,914-82.5% | $4,123-87.6% | $4,139-87.7% |
| Admin fee / account holder | $18 | $4,643-99.6% | $5,150-99.7% | $7,234-99.8% |