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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 | $1,098 | $81,763-98.7% | $58,561-98.1% | $139,466-99.2% |
| Participation rate | 69.6% | 61.3%+8.2pp | 50.9%+18.7pp | 80.3%-10.8pp |
| Annual return | 44.49% | 7427.77%-7383.3pp | 4251.33%-4206.8pp | 373.66%-329.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $600 | $2,555-76.5% | $1,923-68.8% | $6,712-91.1% |
| Admin fee / account holder | $26 | $3,273-99.2% | $2,520-99.0% | $11,409-99.8% |