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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 | $70,366-98.1% | $66,674-98.0% | $138,895-99.0% |
| Participation rate | 54.5% | 76.2%-21.6pp | 73.7%-19.1pp | 79.9%-25.4pp |
| Annual return | 50.18% | 386.41%-336.2pp | 321.24%-271.1pp | 145.39%-95.2pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,339 | $4,374-69.4% | $4,084-67.2% | $6,396-79.1% |
| Admin fee / account holder | $239 | $5,262-95.5% | $5,098-95.3% | $12,562-98.1% |