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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 | $3,767 | $103,038-96.3% | $90,324-95.8% | $152,909-97.5% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.5%-45.0pp |
| Annual return | 50.66% | 95.25%-44.6pp | 78.15%-27.5pp | 345.46%-294.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $906 | $4,282-78.8% | $3,885-76.7% | $5,851-84.5% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |