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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 | $2,022 | $68,097-97.0% | $62,929-96.8% | $137,256-98.5% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.0%-20.0pp |
| Annual return | 20.40% | 1859.11%-1838.7pp | 1063.93%-1043.5pp | 220.34%-199.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $891 | $4,553-80.4% | $3,888-77.1% | $6,407-86.1% |
| Admin fee / account holder | $3 | $6,521-99.9% | $5,065-99.9% | $12,270-100.0% |