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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 | $4,552 | $96,691-95.3% | $86,656-94.7% | $139,487-96.7% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 22.72% | 106.87%-84.1pp | 593.09%-570.4pp | 373.84%-351.1pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,153 | $4,838-76.2% | $4,439-74.0% | $6,713-82.8% |
| Admin fee / account holder | $44 | $6,414-99.3% | $5,619-99.2% | $11,407-99.6% |