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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 | $15,909 | $273,972-94.2% | $73,392-78.3% | $273,972-94.2% |
| Participation rate | 31.3% | 83.0%-51.8pp | 59.9%-28.6pp | 83.0%-51.8pp |
| Annual return | 308.09% | 41.46%+266.6pp | 19.19%+288.9pp | 41.46%+266.6pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $4,789-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,346 | $5,287-74.5% | $5,472-75.4% | $5,287-74.5% |
| Admin fee / account holder | $0 | $10,133-100.0% | $512-100.0% | $10,133-100.0% |