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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 | $167,030-99.1% | $135,768-98.8% | $155,188-99.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 71.1%-11.1pp | 80.8%-20.8pp |
| Annual return | 29.27% | 678.39%-649.1pp | 526.10%-496.8pp | 148.84%-119.6pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $595 | $4,528-86.8% | $3,977-85.0% | $6,531-90.9% |
| Admin fee / account holder | $2 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |