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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 | $1,213 | $100,911-98.8% | $90,440-98.7% | $158,966-99.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 64.18% | 1726.62%-1662.4pp | 1294.38%-1230.2pp | 302.95%-238.8pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,475 | $4,348-66.1% | $3,964-62.8% | $5,983-75.4% |
| Admin fee / account holder | $172 | $6,507-97.4% | $5,615-96.9% | $11,250-98.5% |