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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 | $471 | $108,285-99.6% | $77,552-99.4% | $158,982-99.7% |
| Participation rate | 14.3% | 64.4%-50.1pp | 54.2%-39.9pp | 82.0%-67.7pp |
| Annual return | 19.32% | 31.69%-12.4pp | 54.82%-35.5pp | 302.99%-283.7pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $214 | $2,455-91.3% | $1,861-88.5% | $5,983-96.4% |
| Admin fee / account holder | $27 | $3,709-99.3% | $2,859-99.0% | $11,252-99.8% |