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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 | $1,550 | $68,097-97.7% | $62,929-97.5% | $137,256-98.9% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 18.40% | 1859.11%-1840.7pp | 1063.93%-1045.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,400 | $4,553-69.2% | $3,888-64.0% | $6,407-78.1% |
| Admin fee / account holder | $54 | $6,521-99.2% | $5,065-98.9% | $12,270-99.6% |