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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 | $1,832 | $156,970-98.8% | $121,210-98.5% | $139,487-98.7% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.5%-12.4pp | 80.3%-23.2pp |
| Annual return | 38.20% | 1477.10%-1438.9pp | 987.41%-949.2pp | 373.84%-335.6pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,165 | $4,849-76.0% | $4,084-71.5% | $6,713-82.6% |
| Admin fee / account holder | $16 | $6,947-99.8% | $5,647-99.7% | $11,407-99.9% |