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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 | $559 | $110,551-99.5% | $80,741-99.3% | $167,536-99.7% |
| Participation rate | 43.8% | 64.0%-20.2pp | 54.2%-10.4pp | 82.1%-38.4pp |
| Annual return | 12.51% | 120.57%-108.1pp | 87.30%-74.8pp | 478.82%-466.3pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $158 | $2,870-94.5% | $2,145-92.6% | $6,342-97.5% |
| Admin fee / account holder | $10 | $4,547-99.8% | $3,380-99.7% | $12,315-99.9% |