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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 | $6,419 | $77,157-91.7% | $108,405-94.1% | $85,851-92.5% |
| Participation rate | 67.7% | 74.7%-6.9pp | 80.1%-12.4pp | 69.3%-1.6pp |
| Annual return | 85.84% | 44.55%+41.3pp | 905.55%-819.7pp | 318.63%-232.8pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,500 | $5,567-37.1% | $6,563-46.7% | $3,952-11.4% |
| Admin fee / account holder | $9 | $5,174-99.8% | $7,297-99.9% | $6,261-99.9% |