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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 | $7,360 | $108,701-93.2% | $74,723-90.2% | $152,909-95.2% |
| Participation rate | 60.0% | 65.4%-5.4pp | 54.5%+5.5pp | 82.5%-22.5pp |
| Annual return | 79.56% | 114.12%-34.6pp | 753.18%-673.6pp | 345.46%-265.9pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $345 | $2,709-87.3% | $1,962-82.4% | $5,851-94.1% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |