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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 | $1,145 | $49,976-97.7% | $66,674-98.3% | $82,637-98.6% |
| Participation rate | 61.4% | 63.1%-1.7pp | 73.7%-12.3pp | 68.1%-6.7pp |
| Annual return | 20.28% | 39.09%-18.8pp | 321.24%-301.0pp | 53.51%-33.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $791 | $2,847-72.2% | $4,084-80.6% | $4,126-80.8% |
| Admin fee / account holder | $92 | $4,594-98.0% | $5,098-98.2% | $7,339-98.7% |