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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 | $1,819 | $110,278-98.4% | $95,740-98.1% | $139,466-98.7% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 44.29% | 27.19%+17.1pp | 28.41%+15.9pp | 373.66%-329.4pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,006 | $4,674-78.5% | $4,244-76.3% | $6,712-85.0% |
| Admin fee / account holder | $10 | $6,613-99.8% | $5,676-99.8% | $11,409-99.9% |