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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 | $831 | $22,602-96.3% | $65,328-98.7% | $75,181-98.9% |
| Participation rate | 48.6% | 63.1%-14.5pp | 64.9%-16.4pp | 67.2%-18.6pp |
| Annual return | 42.75% | 71.13%-28.4pp | 47.39%-4.6pp | 160.69%-117.9pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $763 | $1,695-55.0% | $2,832-73.1% | $4,126-81.5% |
| Admin fee / account holder | $148 | $1,877-92.1% | $4,116-96.4% | $5,650-97.4% |