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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 | $2,208 | $101,063-97.8% | $81,473-97.3% | $147,586-98.5% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 48.45% | 32.41%+16.0pp | 38.78%+9.7pp | 578.59%-530.1pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $560 | $4,242-86.8% | $3,537-84.2% | $5,439-89.7% |
| Admin fee / account holder | $10 | $5,812-99.8% | $4,561-99.8% | $10,886-99.9% |