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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 | $1,705 | $108,685-98.4% | $74,719-97.7% | $152,885-98.9% |
| Participation rate | 41.7% | 65.3%-23.7pp | 54.5%-12.8pp | 82.5%-40.8pp |
| Annual return | 30.53% | 114.09%-83.6pp | 753.05%-722.5pp | 345.39%-314.9pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $490 | $2,712-81.9% | $1,963-75.0% | $5,851-91.6% |
| Admin fee / account holder | $12 | $4,905-99.8% | $3,334-99.6% | $11,598-99.9% |