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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 | $638 | $29,733-97.9% | $56,025-98.9% | $80,959-99.2% |
| Participation rate | 60.5% | 41.7%+18.8pp | 52.5%+8.0pp | 67.7%-7.1pp |
| Annual return | 18.43% | 35.28%-16.8pp | 1712.69%-1694.3pp | 35.67%-17.2pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $339 | $1,229-72.4% | $1,955-82.7% | $4,300-92.1% |
| Admin fee / account holder | $3 | $2,434-99.9% | $2,828-99.9% | $6,925-100.0% |