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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 | $313 | $76,608-99.6% | $56,077-99.4% | $145,877-99.8% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 18.37% | 3009.59%-2991.2pp | 1709.28%-1690.9pp | 551.28%-532.9pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $333 | $2,624-87.3% | $1,954-83.0% | $6,691-95.0% |
| Admin fee / account holder | $209 | $3,325-93.7% | $2,825-92.6% | $13,402-98.4% |