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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 | $885 | $125,778-99.3% | $114,563-99.2% | $154,746-99.4% |
| Participation rate | 54.5% | 75.2%-20.6pp | 72.9%-18.4pp | 80.7%-26.2pp |
| Annual return | 15.21% | 295.14%-279.9pp | 241.09%-225.9pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,002 | $4,445-77.5% | $4,142-75.8% | $6,730-85.1% |
| Admin fee / account holder | $76 | $8,190-99.1% | $7,623-99.0% | $14,365-99.5% |