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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 | $3,056 | $100,911-97.0% | $90,440-96.6% | $158,966-98.1% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 120.14% | 1726.62%-1606.5pp | 1294.38%-1174.2pp | 302.95%-182.8pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,782 | $4,348-59.0% | $3,964-55.0% | $5,983-70.2% |
| Admin fee / account holder | $275 | $6,507-95.8% | $5,615-95.1% | $11,250-97.6% |