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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 | $1,233 | $49,891-97.5% | $80,607-98.5% | $75,181-98.4% |
| Participation rate | 68.0% | 55.3%+12.7pp | 67.0%+1.0pp | 67.2%+0.8pp |
| Annual return | 26.70% | 34.67%-8.0pp | 936.11%-909.4pp | 160.69%-134.0pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $938 | $2,991-68.6% | $4,448-78.9% | $4,126-77.3% |
| Admin fee / account holder | $51 | $3,578-98.6% | $5,379-99.1% | $5,650-99.1% |