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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 | $824 | $28,624-97.1% | $53,647-98.5% | $82,637-99.0% |
| Participation rate | 41.8% | 47.3%-5.4pp | 56.3%-14.4pp | 68.1%-26.2pp |
| Annual return | 32.20% | 664.98%-632.8pp | 358.33%-326.1pp | 53.51%-21.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $293 | $1,196-75.5% | $1,813-83.8% | $4,126-92.9% |
| Admin fee / account holder | $23 | $2,022-98.9% | $2,460-99.1% | $7,339-99.7% |