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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 | $717 | $94,439-99.2% | $73,658-99.0% | $154,746-99.5% |
| Participation rate | 44.4% | 64.7%-20.2pp | 57.0%-12.6pp | 80.7%-36.3pp |
| Annual return | 120.61% | 28.25%+92.4pp | 29.72%+90.9pp | 172.34%-51.7pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $604 | $2,527-76.1% | $2,062-70.7% | $6,730-91.0% |
| Admin fee / account holder | $13 | $3,843-99.7% | $3,357-99.6% | $14,365-99.9% |