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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 | $2,755 | $100,911-97.3% | $90,440-97.0% | $158,966-98.3% |
| Participation rate | 63.2% | 75.0%-11.9pp | 72.7%-9.5pp | 82.0%-18.8pp |
| Annual return | 419.15% | 1726.62%-1307.5pp | 1294.38%-875.2pp | 302.95%+116.2pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,140 | $4,348-73.8% | $3,964-71.2% | $5,983-81.0% |
| Admin fee / account holder | $6 | $6,507-99.9% | $5,615-99.9% | $11,250-99.9% |