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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 | $1,708 | $156,963-98.9% | $121,204-98.6% | $139,466-98.8% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 23.00% | 1476.75%-1453.7pp | 987.18%-964.2pp | 373.66%-350.7pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $362 | $4,848-92.5% | $4,083-91.1% | $6,712-94.6% |
| Admin fee / account holder | $20 | $6,953-99.7% | $5,651-99.6% | $11,409-99.8% |