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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 | $167,030-98.7% | $135,768-98.4% | $155,188-98.6% |
| Participation rate | 27.3% | 76.2%-48.9pp | 71.1%-43.8pp | 80.8%-53.5pp |
| Annual return | 21.63% | 678.39%-656.8pp | 526.10%-504.5pp | 148.84%-127.2pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $388 | $4,528-91.4% | $3,977-90.2% | $6,531-94.1% |
| Admin fee / account holder | $17 | $8,172-99.8% | $7,048-99.8% | $14,480-99.9% |