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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 | $901 | $29,319-96.9% | $52,425-98.3% | $82,448-98.9% |
| Participation rate | 61.8% | 46.9%+15.0pp | 55.6%+6.2pp | 68.1%-6.2pp |
| Annual return | 172.77% | 535.20%-362.4pp | 302.12%-129.4pp | 41.64%+131.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $611 | $1,171-47.9% | $1,790-65.9% | $4,139-85.2% |
| Admin fee / account holder | $78 | $1,962-96.0% | $2,495-96.9% | $7,234-98.9% |