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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 | $6,038 | $96,678-93.8% | $86,640-93.0% | $139,466-95.7% |
| Participation rate | 54.5% | 74.4%-19.9pp | 71.7%-17.2pp | 80.3%-25.8pp |
| Annual return | 17.90% | 106.69%-88.8pp | 592.52%-574.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,280 | $4,837-52.9% | $4,438-48.6% | $6,712-66.0% |
| Admin fee / account holder | $28 | $6,410-99.6% | $5,616-99.5% | $11,409-99.8% |