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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 | $2,145 | $149,040-98.6% | $120,225-98.2% | $137,256-98.4% |
| Participation rate | 27.3% | 75.4%-48.1pp | 69.6%-42.3pp | 80.0%-52.7pp |
| Annual return | 21.63% | 605.68%-584.1pp | 439.23%-417.6pp | 220.34%-198.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $388 | $4,655-91.7% | $3,999-90.3% | $6,407-93.9% |
| Admin fee / account holder | $17 | $6,348-99.7% | $5,696-99.7% | $12,270-99.9% |