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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 | $2,819 | $104,953-97.3% | $84,637-96.7% | $152,909-98.2% |
| Participation rate | 62.5% | 74.8%-12.3pp | 68.2%-5.7pp | 82.5%-20.0pp |
| Annual return | 66.44% | 373.94%-307.5pp | 258.82%-192.4pp | 345.46%-279.0pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,908 | $4,691-59.3% | $3,900-51.1% | $5,851-67.4% |
| Admin fee / account holder | $47 | $6,244-99.2% | $4,914-99.0% | $11,601-99.6% |