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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 | $295 | $67,823-99.6% | $52,425-99.4% | $137,256-99.8% |
| Participation rate | 68.2% | 63.9%+4.3pp | 55.6%+12.6pp | 80.0%-11.8pp |
| Annual return | 26.59% | 219.11%-192.5pp | 302.12%-275.5pp | 220.34%-193.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $289 | $2,288-87.4% | $1,790-83.9% | $6,407-95.5% |
| Admin fee / account holder | $12 | $2,844-99.6% | $2,495-99.5% | $12,270-99.9% |