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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 | $668 | $67,823-99.0% | $52,425-98.7% | $137,256-99.5% |
| Participation rate | 60.0% | 63.9%-3.9pp | 55.6%+4.4pp | 80.0%-20.0pp |
| Annual return | 20.77% | 219.11%-198.3pp | 302.12%-281.4pp | 220.34%-199.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $254 | $2,288-88.9% | $1,790-85.8% | $6,407-96.0% |
| Admin fee / account holder | $24 | $2,844-99.1% | $2,495-99.0% | $12,270-99.8% |