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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 | $2,492 | $108,685-97.7% | $74,719-96.7% | $152,885-98.4% |
| Participation rate | 18.2% | 65.3%-47.2pp | 54.5%-36.3pp | 82.5%-64.3pp |
| Annual return | 26.86% | 114.09%-87.2pp | 753.05%-726.2pp | 345.39%-318.5pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $437 | $2,712-83.9% | $1,963-77.7% | $5,851-92.5% |
| Admin fee / account holder | $2 | $4,905-100.0% | $3,334-99.9% | $11,598-100.0% |