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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 | $171 | $107,015-99.8% | $73,545-99.8% | $147,585-99.9% |
| Participation rate | 44.4% | 66.4%-21.9pp | 54.9%-10.5pp | 82.8%-38.4pp |
| Annual return | 69.70% | 38.25%+31.4pp | -15.16%+84.9pp | 578.58%-508.9pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $102 | $2,462-95.9% | $1,806-94.4% | $5,439-98.1% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |