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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 | $1,820 | $156,963-98.8% | $121,204-98.5% | $139,466-98.7% |
| Participation rate | 64.3% | 76.5%-12.2pp | 69.5%-5.2pp | 80.3%-16.0pp |
| Annual return | 1594.16% | 1476.75%+117.4pp | 987.18%+607.0pp | 373.66%+1220.5pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $933 | $4,848-80.8% | $4,083-77.2% | $6,712-86.1% |
| Admin fee / account holder | $7 | $6,953-99.9% | $5,651-99.9% | $11,409-99.9% |