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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 | $2,241 | $109,344-98.0% | $89,400-97.5% | $158,950-98.6% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.0%-28.0pp | 82.0%-42.0pp |
| Annual return | 74.52% | 345.73%-271.2pp | 245.64%-171.1pp | 302.91%-228.4pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,075 | $4,599-76.6% | $3,890-72.4% | $5,983-82.0% |
| Admin fee / account holder | $3 | $6,154-99.9% | $4,882-99.9% | $11,248-100.0% |