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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 | $1,583 | $149,040-98.9% | $120,225-98.7% | $137,256-98.8% |
| Participation rate | 60.0% | 75.4%-15.4pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 29.27% | 605.68%-576.4pp | 439.23%-410.0pp | 220.34%-191.1pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $595 | $4,655-87.2% | $3,999-85.1% | $6,407-90.7% |
| Admin fee / account holder | $2 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |