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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 | $832 | $76,634-98.9% | $56,054-98.5% | $145,978-99.4% |
| Participation rate | 64.3% | 63.2%+1.1pp | 52.5%+11.8pp | 80.3%-16.0pp |
| Annual return | 28.56% | 3004.33%-2975.8pp | 1705.95%-1677.4pp | 550.52%-522.0pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,419 | $2,622-45.9% | $1,952-27.3% | $6,690-78.8% |
| Admin fee / account holder | $92 | $3,321-97.2% | $2,822-96.7% | $13,400-99.3% |