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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 | $76,368-98.0% | $67,681-97.7% | $154,746-99.0% |
| Participation rate | 50.0% | 79.0%-29.0pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 18.40% | 1066.77%-1048.4pp | 590.58%-572.2pp | 172.34%-153.9pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,400 | $4,824-71.0% | $3,976-64.8% | $6,730-79.2% |
| Admin fee / account holder | $54 | $8,559-99.4% | $6,100-99.1% | $14,365-99.6% |