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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 | $1,835 | $149,040-98.8% | $120,225-98.5% | $137,256-98.7% |
| Participation rate | 57.1% | 75.4%-18.3pp | 69.6%-12.4pp | 80.0%-22.8pp |
| Annual return | 20.04% | 605.68%-585.6pp | 439.23%-419.2pp | 220.34%-200.3pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $407 | $4,655-91.3% | $3,999-89.8% | $6,407-93.6% |
| Admin fee / account holder | $64 | $6,348-99.0% | $5,696-98.9% | $12,270-99.5% |