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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 | $884 | $29,319-97.0% | $52,425-98.3% | $82,448-98.9% |
| Participation rate | 51.2% | 46.9%+4.3pp | 55.6%-4.4pp | 68.1%-16.9pp |
| Annual return | 48.03% | 535.20%-487.2pp | 302.12%-254.1pp | 41.64%+6.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $525 | $1,171-55.2% | $1,790-70.7% | $4,139-87.3% |
| Admin fee / account holder | $82 | $1,962-95.8% | $2,495-96.7% | $7,234-98.9% |