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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 | $2,652 | $110,629-97.6% | $80,784-96.7% | $167,553-98.4% |
| Participation rate | 34.8% | 64.0%-29.2pp | 54.2%-19.4pp | 82.1%-47.3pp |
| Annual return | 17.88% | 120.58%-102.7pp | 87.31%-69.4pp | 478.89%-461.0pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $530 | $2,871-81.5% | $2,145-75.3% | $6,343-91.6% |
| Admin fee / account holder | $12 | $4,547-99.7% | $3,380-99.6% | $12,316-99.9% |