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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 | $2,430 | $121,701-98.0% | $104,639-97.7% | $158,982-98.5% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 78.88% | 465.72%-386.8pp | 340.67%-261.8pp | 302.99%-224.1pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $975 | $4,176-76.6% | $3,738-73.9% | $5,983-83.7% |
| Admin fee / account holder | $7 | $7,778-99.9% | $6,465-99.9% | $11,252-99.9% |