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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 | $2,259 | $110,629-98.0% | $80,784-97.2% | $167,553-98.7% |
| Participation rate | 12.5% | 64.0%-51.5pp | 54.2%-41.7pp | 82.1%-69.6pp |
| Annual return | 23.67% | 120.58%-96.9pp | 87.31%-63.6pp | 478.89%-455.2pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $218 | $2,871-92.4% | $2,145-89.9% | $6,343-96.6% |
| Admin fee / account holder | $7 | $4,547-99.9% | $3,380-99.8% | $12,316-99.9% |