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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 | $1,269 | $108,212-98.8% | $77,513-98.4% | $158,966-99.2% |
| Participation rate | 12.5% | 64.4%-51.9pp | 54.2%-41.7pp | 82.0%-69.5pp |
| Annual return | 4.49% | 31.67%-27.2pp | 54.81%-50.3pp | 302.95%-298.5pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $202 | $2,455-91.8% | $1,861-89.1% | $5,983-96.6% |
| Admin fee / account holder | $7 | $3,709-99.8% | $2,859-99.7% | $11,250-99.9% |