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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 | $420 | $108,212-99.6% | $77,513-99.5% | $158,966-99.7% |
| Participation rate | 68.4% | 64.4%+4.0pp | 54.2%+14.2pp | 82.0%-13.5pp |
| Annual return | 10.95% | 31.67%-20.7pp | 54.81%-43.9pp | 302.95%-292.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $298 | $2,455-87.8% | $1,861-84.0% | $5,983-95.0% |
| Admin fee / account holder | $107 | $3,709-97.1% | $2,859-96.3% | $11,250-99.1% |