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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 | $251 | $84,551-99.7% | $61,452-99.6% | $134,532-99.8% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | 16.08% | 585.39%-569.3pp | 338.96%-322.9pp | 418.27%-402.2pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $205 | $2,818-92.7% | $2,125-90.3% | $6,401-96.8% |
| Admin fee / account holder | $273 | $2,587-89.4% | $2,131-87.2% | $11,429-97.6% |