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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 | $2,425 | $100,895-97.6% | $90,430-97.3% | $158,950-98.5% |
| Participation rate | 68.4% | 75.0%-6.6pp | 72.7%-4.3pp | 82.0%-13.5pp |
| Annual return | 101.00% | 1725.54%-1624.5pp | 1293.73%-1192.7pp | 302.91%-201.9pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,331 | $4,347-69.4% | $3,963-66.4% | $5,983-77.8% |
| Admin fee / account holder | $23 | $6,505-99.6% | $5,613-99.6% | $11,248-99.8% |