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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 | $2,192 | $77,419-97.2% | $69,461-96.8% | $152,885-98.6% |
| Participation rate | 56.3% | 78.1%-21.9pp | 74.6%-18.4pp | 82.5%-26.2pp |
| Annual return | 146.63% | 39.07%+107.6pp | 28.97%+117.7pp | 345.39%-198.8pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,518 | $4,414-65.6% | $3,536-57.1% | $5,851-74.1% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |