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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 | $7,748 | $102,663-92.5% | $86,216-91.0% | $139,466-94.4% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.0%-13.4pp | 80.3%-24.8pp |
| Annual return | 106.36% | 1924.52%-1818.2pp | 1169.42%-1063.1pp | 373.66%-267.3pp |
| Employer contribution / active EE | $16 | $3,035-99.5% | $2,382-99.3% | $4,754-99.7% |
| Participant deferral / active EE | $3,578 | $4,677-23.5% | $3,986-10.2% | $6,712-46.7% |
| Admin fee / account holder | $75 | $8,663-99.1% | $6,853-98.9% | $11,409-99.3% |