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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 | $2,941 | $96,678-97.0% | $86,640-96.6% | $139,466-97.9% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 25.49% | 106.69%-81.2pp | 592.52%-567.0pp | 373.66%-348.2pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,410 | $4,837-70.8% | $4,438-68.2% | $6,712-79.0% |
| Admin fee / account holder | $8 | $6,410-99.9% | $5,616-99.9% | $11,409-99.9% |