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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 | $1,629 | $176,688-99.1% | $130,660-98.8% | $152,885-98.9% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.5%-32.5pp |
| Annual return | 48.37% | 2693.08%-2644.7pp | 1709.29%-1660.9pp | 345.39%-297.0pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $764 | $4,362-82.5% | $3,603-78.8% | $5,851-86.9% |
| Admin fee / account holder | $13 | $7,131-99.8% | $5,463-99.8% | $11,598-99.9% |