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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 | $607 | $76,522-99.2% | $56,033-98.9% | $145,884-99.6% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.7pp | 80.3%-23.2pp |
| Annual return | 13.47% | 3014.28%-3000.8pp | 1711.38%-1697.9pp | 551.85%-538.4pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $273 | $2,624-89.6% | $1,954-86.0% | $6,690-95.9% |
| Admin fee / account holder | $5 | $3,328-99.8% | $2,827-99.8% | $13,392-100.0% |