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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 | $5,122 | $100,895-94.9% | $90,430-94.3% | $158,950-96.8% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.7%-18.8pp | 82.0%-28.1pp |
| Annual return | 80.44% | 1725.54%-1645.1pp | 1293.73%-1213.3pp | 302.91%-222.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,705 | $4,347-60.8% | $3,963-57.0% | $5,983-71.5% |
| Admin fee / account holder | $19 | $6,505-99.7% | $5,613-99.7% | $11,248-99.8% |