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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 | $486 | $76,634-99.4% | $56,054-99.1% | $145,978-99.7% |
| Participation rate | 63.6% | 63.2%+0.4pp | 52.5%+11.2pp | 80.3%-16.7pp |
| Annual return | 29.46% | 3004.33%-2974.9pp | 1705.95%-1676.5pp | 550.52%-521.1pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $332 | $2,622-87.3% | $1,952-83.0% | $6,690-95.0% |
| Admin fee / account holder | $1 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |