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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 | $2,430 | $121,677-98.0% | $104,625-97.7% | $158,966-98.5% |
| Participation rate | 45.5% | 77.5%-32.1pp | 74.1%-28.6pp | 82.0%-36.5pp |
| Annual return | 50.00% | 465.58%-415.6pp | 340.60%-290.6pp | 302.95%-252.9pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $751 | $4,175-82.0% | $3,738-79.9% | $5,983-87.4% |
| Admin fee / account holder | $90 | $7,777-98.8% | $6,465-98.6% | $11,250-99.2% |