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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 | $417 | $69,118-99.4% | $53,647-99.2% | $138,895-99.7% |
| Participation rate | 66.7% | 64.0%+2.7pp | 56.3%+10.4pp | 79.9%-13.3pp |
| Annual return | 20.44% | 248.26%-227.8pp | 358.33%-337.9pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $400 | $2,274-82.4% | $1,813-77.9% | $6,396-93.7% |
| Admin fee / account holder | $13 | $2,724-99.5% | $2,460-99.5% | $12,562-99.9% |