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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 | $284 | $110,379-99.7% | $102,412-99.7% | $145,884-99.8% |
| Participation rate | 14.3% | 77.9%-63.6pp | 74.5%-60.2pp | 80.3%-66.0pp |
| Annual return | 14.19% | 24.84%-10.6pp | 24.94%-10.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $30 | $4,216-99.3% | $3,870-99.2% | $4,662-99.4% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |