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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 | $1,750 | $94,439-98.1% | $73,658-97.6% | $154,746-98.9% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 16.56% | 28.25%-11.7pp | 29.72%-13.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $317 | $2,527-87.5% | $2,062-84.6% | $6,730-95.3% |
| Admin fee / account holder | $179 | $3,843-95.4% | $3,357-94.7% | $14,365-98.8% |