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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 | $1,283 | $81,763-98.4% | $58,561-97.8% | $139,466-99.1% |
| Participation rate | 57.1% | 61.3%-4.2pp | 50.9%+6.3pp | 80.3%-23.2pp |
| Annual return | 39.11% | 7427.77%-7388.7pp | 4251.33%-4212.2pp | 373.66%-334.6pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $531 | $2,555-79.2% | $1,923-72.4% | $6,712-92.1% |
| Admin fee / account holder | $16 | $3,273-99.5% | $2,520-99.4% | $11,409-99.9% |