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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 | $5,272 | $73,421-92.8% | $66,439-92.1% | $155,188-96.6% |
| Participation rate | 40.0% | 79.7%-39.7pp | 74.5%-34.5pp | 80.8%-40.8pp |
| Annual return | 24.50% | 1382.37%-1357.9pp | 757.66%-733.2pp | 148.84%-124.3pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,040 | $4,680-77.8% | $3,876-73.2% | $6,531-84.1% |
| Admin fee / account holder | $4 | $8,856-100.0% | $6,173-99.9% | $14,480-100.0% |