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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 | $2,239 | $100,938-97.8% | $90,461-97.5% | $158,982-98.6% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.7%-3.9pp | 82.0%-13.2pp |
| Annual return | 51.07% | 1727.20%-1676.1pp | 1294.76%-1243.7pp | 302.99%-251.9pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,936 | $4,350-55.5% | $3,964-51.2% | $5,983-67.7% |
| Admin fee / account holder | $133 | $6,510-98.0% | $5,617-97.6% | $11,252-98.8% |