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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 | $4,074 | $96,691-95.8% | $86,656-95.3% | $139,487-97.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 30.88% | 106.87%-76.0pp | 593.09%-562.2pp | 373.84%-343.0pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,484 | $4,838-69.3% | $4,439-66.6% | $6,713-77.9% |
| Admin fee / account holder | $62 | $6,414-99.0% | $5,619-98.9% | $11,407-99.5% |