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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 | $784 | $72,426-98.9% | $67,560-98.8% | $145,897-99.5% |
| Participation rate | 33.3% | 76.9%-43.6pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 22.84% | 7226.78%-7203.9pp | 3533.50%-3510.7pp | 552.29%-529.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,735 | $4,785-63.7% | $4,004-56.7% | $6,689-74.1% |
| Admin fee / account holder | $37 | $5,514-99.3% | $3,994-99.1% | $13,390-99.7% |