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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 | $2,667 | $100,911-97.4% | $90,440-97.1% | $158,966-98.3% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.7%-35.2pp | 82.0%-44.5pp |
| Annual return | 68.23% | 1726.62%-1658.4pp | 1294.38%-1226.1pp | 302.95%-234.7pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $851 | $4,348-80.4% | $3,964-78.5% | $5,983-85.8% |
| Admin fee / account holder | $14 | $6,507-99.8% | $5,615-99.8% | $11,250-99.9% |