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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 | $818 | $49,976-98.4% | $66,674-98.8% | $82,637-99.0% |
| Participation rate | 61.2% | 63.1%-1.9pp | 73.7%-12.5pp | 68.1%-6.9pp |
| Annual return | 319.36% | 39.09%+280.3pp | 321.24%-1.9pp | 53.51%+265.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $510 | $2,847-82.1% | $4,084-87.5% | $4,126-87.6% |
| Admin fee / account holder | $58 | $4,594-98.7% | $5,098-98.9% | $7,339-99.2% |