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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 | $3,688 | $77,416-95.2% | $69,464-94.7% | $152,897-97.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 51.09% | 39.08%+12.0pp | 28.98%+22.1pp | 345.43%-294.3pp |
| Employer contribution / active EE | $52 | $3,315-98.4% | $2,779-98.1% | $4,764-98.9% |
| Participant deferral / active EE | $1,467 | $4,413-66.8% | $3,536-58.5% | $5,851-74.9% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |