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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 | $1,124 | $94,439-98.8% | $73,658-98.5% | $154,746-99.3% |
| Participation rate | 61.1% | 64.7%-3.6pp | 57.0%+4.1pp | 80.7%-19.6pp |
| Annual return | 24.44% | 28.25%-3.8pp | 29.72%-5.3pp | 172.34%-147.9pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $387 | $2,527-84.7% | $2,062-81.2% | $6,730-94.3% |
| Admin fee / account holder | $18 | $3,843-99.5% | $3,357-99.5% | $14,365-99.9% |