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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 | $2,239 | $110,248-98.0% | $95,728-97.7% | $139,456-98.4% |
| Participation rate | 58.8% | 75.7%-16.9pp | 72.3%-13.4pp | 80.3%-21.5pp |
| Annual return | 36.32% | 27.16%+9.2pp | 28.40%+7.9pp | 373.45%-337.1pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $736 | $4,675-84.3% | $4,245-82.7% | $6,711-89.0% |
| Admin fee / account holder | $21 | $6,607-99.7% | $5,673-99.6% | $11,407-99.8% |