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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 | $1,067 | $94,439-98.9% | $73,658-98.6% | $154,746-99.3% |
| Participation rate | 62.5% | 64.7%-2.2pp | 57.0%+5.5pp | 80.7%-18.2pp |
| Annual return | 26.05% | 28.25%-2.2pp | 29.72%-3.7pp | 172.34%-146.3pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $507 | $2,527-80.0% | $2,062-75.4% | $6,730-92.5% |
| Admin fee / account holder | $1 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |