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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 | $2,961 | $100,895-97.1% | $90,430-96.7% | $158,950-98.1% |
| Participation rate | 52.9% | 75.0%-22.1pp | 72.7%-19.7pp | 82.0%-29.0pp |
| Annual return | 38.19% | 1725.54%-1687.4pp | 1293.73%-1255.5pp | 302.91%-264.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $858 | $4,347-80.3% | $3,963-78.4% | $5,983-85.7% |
| Admin fee / account holder | $17 | $6,505-99.7% | $5,613-99.7% | $11,248-99.8% |