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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 | $1,817 | $92,684-98.0% | $82,706-97.8% | $134,509-98.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | 1.86% | 945.84%-944.0pp | 701.76%-699.9pp | 418.13%-416.3pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $957 | $4,800-80.1% | $4,394-78.2% | $6,400-85.0% |
| Admin fee / account holder | $7 | $5,982-99.9% | $5,329-99.9% | $11,427-99.9% |