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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 | $883 | $81,763-98.9% | $58,561-98.5% | $139,466-99.4% |
| Participation rate | 69.2% | 61.3%+7.9pp | 50.9%+18.4pp | 80.3%-11.1pp |
| Annual return | 73.31% | 7427.77%-7354.5pp | 4251.33%-4178.0pp | 373.66%-300.4pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $627 | $2,555-75.5% | $1,923-67.4% | $6,712-90.7% |
| Admin fee / account holder | $19 | $3,273-99.4% | $2,520-99.3% | $11,409-99.8% |