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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 | $799 | $67,823-98.8% | $52,425-98.5% | $137,256-99.4% |
| Participation rate | 20.0% | 63.9%-43.9pp | 55.6%-35.6pp | 80.0%-60.0pp |
| Annual return | 29.89% | 219.11%-189.2pp | 302.12%-272.2pp | 220.34%-190.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $394 | $2,288-82.8% | $1,790-78.0% | $6,407-93.9% |
| Admin fee / account holder | $251 | $2,844-91.2% | $2,495-89.9% | $12,270-98.0% |