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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 | $1,045 | $176,402-99.4% | $134,162-99.2% | $158,982-99.3% |
| Participation rate | 31.6% | 78.7%-47.1pp | 72.2%-40.6pp | 82.0%-50.4pp |
| Annual return | 74.30% | 63.66%+10.6pp | 36.35%+38.0pp | 302.99%-228.7pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $222 | $4,093-94.6% | $3,500-93.7% | $5,983-96.3% |
| Admin fee / account holder | $8 | $8,719-99.9% | $6,685-99.9% | $11,252-99.9% |