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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 | $1,753 | $100,147-98.2% | $81,286-97.8% | $145,877-98.8% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.5%-25.1pp | 80.3%-35.9pp |
| Annual return | 14.64% | 34.44%-19.8pp | 24.80%-10.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,081 | $4,607-76.5% | $3,883-72.2% | $6,691-83.8% |
| Admin fee / account holder | $102 | $8,201-98.8% | $5,764-98.2% | $13,402-99.2% |