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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 | $104,650-99.6% | $83,854-99.5% | $155,188-99.7% |
| Participation rate | 66.7% | 65.1%+1.6pp | 59.1%+7.6pp | 80.8%-14.1pp |
| Annual return | 20.44% | 28.97%-8.5pp | 31.39%-10.9pp | 148.84%-128.4pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $400 | $2,367-83.1% | $2,035-80.3% | $6,531-93.9% |
| Admin fee / account holder | $13 | $3,518-99.6% | $3,197-99.6% | $14,480-99.9% |