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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 | $4,529 | $96,678-95.3% | $86,640-94.8% | $139,466-96.8% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 39.02% | 106.69%-67.7pp | 592.52%-553.5pp | 373.66%-334.6pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $911 | $4,837-81.2% | $4,438-79.5% | $6,712-86.4% |
| Admin fee / account holder | $15 | $6,410-99.8% | $5,616-99.7% | $11,409-99.9% |