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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 | $775 | $107,015-99.3% | $73,545-98.9% | $147,585-99.5% |
| Participation rate | 14.3% | 66.4%-52.1pp | 54.9%-40.6pp | 82.8%-68.5pp |
| Annual return | 17.65% | 38.25%-20.6pp | -15.16%+32.8pp | 578.57%-560.9pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $103 | $2,462-95.8% | $1,806-94.3% | $5,439-98.1% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |