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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 | $4,430 | $99,011-95.5% | $86,582-94.9% | $147,586-97.0% |
| Participation rate | 44.4% | 76.3%-31.9pp | 73.5%-29.1pp | 82.8%-38.4pp |
| Annual return | 28.48% | 1312.75%-1284.3pp | 965.08%-936.6pp | 578.59%-550.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,238 | $3,972-68.8% | $3,609-65.7% | $5,439-77.2% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |