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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 | $1,344 | $102,595-98.7% | $94,057-98.6% | $154,746-99.1% |
| Participation rate | 54.5% | 76.0%-21.4pp | 73.3%-18.8pp | 80.7%-26.2pp |
| Annual return | 50.18% | 583.42%-533.2pp | 480.62%-430.4pp | 172.34%-122.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,339 | $5,118-73.8% | $4,709-71.6% | $6,730-80.1% |
| Admin fee / account holder | $239 | $7,736-96.9% | $7,244-96.7% | $14,365-98.3% |