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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 | $2,123 | $110,551-98.1% | $80,741-97.4% | $167,536-98.7% |
| Participation rate | 56.3% | 64.0%-7.7pp | 54.2%+2.1pp | 82.1%-25.9pp |
| Annual return | 50.36% | 120.57%-70.2pp | 87.30%-36.9pp | 478.82%-428.5pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,021 | $2,870-64.4% | $2,145-52.4% | $6,342-83.9% |
| Admin fee / account holder | $245 | $4,547-94.6% | $3,380-92.8% | $12,315-98.0% |