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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 | $104,650-99.2% | $83,854-99.0% | $155,188-99.5% |
| Participation rate | 20.0% | 65.1%-45.1pp | 59.1%-39.1pp | 80.8%-60.8pp |
| Annual return | 29.89% | 28.97%+0.9pp | 31.39%-1.5pp | 148.84%-118.9pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $394 | $2,367-83.4% | $2,035-80.7% | $6,531-94.0% |
| Admin fee / account holder | $251 | $3,518-92.9% | $3,197-92.1% | $14,480-98.3% |