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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 | $1,531 | $99,380-98.5% | $90,312-98.3% | $155,188-99.0% |
| Participation rate | 57.1% | 77.3%-20.2pp | 72.9%-15.8pp | 80.8%-23.7pp |
| Annual return | 63.47% | 19.35%+44.1pp | 18.90%+44.6pp | 148.84%-85.4pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $965 | $4,212-77.1% | $3,749-74.3% | $6,531-85.2% |
| Admin fee / account holder | $131 | $9,766-98.7% | $8,248-98.4% | $14,480-99.1% |