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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 | $1,572 | $110,039-98.6% | $97,260-98.4% | $145,884-98.9% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.2pp |
| Annual return | 14.83% | 244.44%-229.6pp | 75.54%-60.7pp | 551.85%-537.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,205 | $4,674-74.2% | $4,262-71.7% | $6,690-82.0% |
| Admin fee / account holder | $26 | $6,204-99.6% | $5,640-99.5% | $13,392-99.8% |