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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 | $821 | $95,664-99.1% | $76,902-98.9% | $139,487-99.4% |
| Participation rate | 66.7% | 74.0%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 0.00% | 55.03%-55.0pp | 37.91%-37.9pp | 373.84%-373.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,534-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $924 | $4,626-80.0% | $3,833-75.9% | $6,713-86.2% |
| Admin fee / account holder | $9 | $8,311-99.9% | $5,479-99.8% | $11,407-99.9% |