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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 | $844 | $102,938-99.2% | $94,105-99.1% | $138,895-99.4% |
| Participation rate | 0.0% | 74.6%-74.6pp | 71.9%-71.9pp | 79.9%-79.9pp |
| Annual return | 38.03% | 250.28%-212.3pp | 204.55%-166.5pp | 145.39%-107.4pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $648 | $4,196-84.6% | $3,881-83.3% | $6,396-89.9% |
| Admin fee / account holder | $12 | $6,600-99.8% | $6,199-99.8% | $12,562-99.9% |