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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 | $2,990 | $97,732-96.9% | $83,831-96.4% | $135,380-97.8% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | 2147.58% | 1287.56%+860.0pp | 850.99%+1296.6pp | 519.81%+1627.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,303 | $4,683-72.2% | $4,082-68.1% | $5,609-76.8% |
| Admin fee / account holder | $255 | $6,675-96.2% | $5,479-95.3% | $10,828-97.6% |