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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 | $996 | $104,520-99.0% | $76,823-98.7% | $152,885-99.3% |
| Participation rate | 66.7% | 76.6%-9.9pp | 72.1%-5.4pp | 82.5%-15.8pp |
| Annual return | 64.42% | 1014.03%-949.6pp | 1166.42%-1102.0pp | 345.39%-281.0pp |
| Employer contribution / active EE | $0 | $3,117-100.0% | $2,302-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,139 | $4,236-73.1% | $3,336-65.8% | $5,851-80.5% |
| Admin fee / account holder | $0 | $12,283-100.0% | $6,422-100.0% | $11,598-100.0% |