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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 | $251 | $176,402-99.9% | $134,162-99.8% | $158,966-99.8% |
| Participation rate | 66.7% | 78.7%-12.1pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 47.18% | 63.66%-16.5pp | 36.35%+10.8pp | 302.95%-255.8pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $160 | $4,093-96.1% | $3,500-95.4% | $5,983-97.3% |
| Admin fee / account holder | $2 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |