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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 | $668 | $110,629-99.4% | $80,784-99.2% | $167,553-99.6% |
| Participation rate | 66.7% | 64.0%+2.7pp | 54.2%+12.5pp | 82.1%-15.4pp |
| Annual return | 18.49% | 120.58%-102.1pp | 87.31%-68.8pp | 478.89%-460.4pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,027 | $2,871-64.2% | $2,145-52.1% | $6,343-83.8% |
| Admin fee / account holder | $191 | $4,547-95.8% | $3,380-94.4% | $12,316-98.5% |