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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 | $4,190 | $96,678-95.7% | $86,640-95.2% | $139,466-97.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 41.87% | 106.69%-64.8pp | 592.52%-550.7pp | 373.66%-331.8pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,885 | $4,837-61.0% | $4,438-57.5% | $6,712-71.9% |
| Admin fee / account holder | $122 | $6,410-98.1% | $5,616-97.8% | $11,409-98.9% |