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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 | $692 | $67,823-99.0% | $52,425-98.7% | $137,256-99.5% |
| Participation rate | 38.5% | 63.9%-25.4pp | 55.6%-17.2pp | 80.0%-41.5pp |
| Annual return | 32.06% | 219.11%-187.1pp | 302.12%-270.1pp | 220.34%-188.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $238 | $2,288-89.6% | $1,790-86.7% | $6,407-96.3% |
| Admin fee / account holder | $3 | $2,844-99.9% | $2,495-99.9% | $12,270-100.0% |