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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 | $1,372 | $100,938-98.6% | $90,461-98.5% | $158,982-99.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 32.61% | 1727.20%-1694.6pp | 1294.76%-1262.2pp | 302.99%-270.4pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $849 | $4,350-80.5% | $3,964-78.6% | $5,983-85.8% |
| Admin fee / account holder | $132 | $6,510-98.0% | $5,617-97.6% | $11,252-98.8% |