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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 | $2,410 | $169,356-98.6% | $129,406-98.1% | $145,897-98.3% |
| Participation rate | 28.6% | 76.5%-47.9pp | 69.6%-41.1pp | 80.3%-51.7pp |
| Annual return | 82.88% | 14418.62%-14335.7pp | 9468.18%-9385.3pp | 552.29%-469.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $660 | $4,987-86.8% | $4,167-84.2% | $6,689-90.1% |
| Admin fee / account holder | $24 | $9,915-99.8% | $7,689-99.7% | $13,390-99.8% |