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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 | $890 | $76,608-98.8% | $56,077-98.4% | $145,877-99.4% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.6pp | 80.3%-23.2pp |
| Annual return | 20.90% | 3009.59%-2988.7pp | 1709.28%-1688.4pp | 551.28%-530.4pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $475 | $2,624-81.9% | $1,954-75.7% | $6,691-92.9% |
| Admin fee / account holder | $85 | $3,325-97.4% | $2,825-97.0% | $13,402-99.4% |