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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 | $7,642 | $65,555-88.3% | $86,216-91.1% | $75,173-89.8% |
| Participation rate | 50.8% | 60.5%-9.7pp | 69.0%-18.2pp | 67.2%-16.4pp |
| Annual return | 99.97% | 46.07%+53.9pp | 1169.42%-1069.4pp | 160.72%-60.7pp |
| Employer contribution / active EE | $319 | $1,553-79.5% | $2,382-86.6% | $2,671-88.1% |
| Participant deferral / active EE | $1,200 | $3,023-60.3% | $3,986-69.9% | $4,126-70.9% |
| Admin fee / account holder | $108 | $5,469-98.0% | $6,853-98.4% | $5,651-98.1% |