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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 | $1,971 | $176,402-98.9% | $134,155-98.5% | $158,950-98.8% |
| Participation rate | 33.3% | 78.7%-45.4pp | 72.2%-38.9pp | 82.0%-48.6pp |
| Annual return | 108.74% | 63.66%+45.1pp | 36.34%+72.4pp | 302.91%-194.2pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $900 | $4,093-78.0% | $3,500-74.3% | $5,983-85.0% |
| Admin fee / account holder | $11 | $8,719-99.9% | $6,685-99.8% | $11,248-99.9% |