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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 | $1,207 | $110,551-98.9% | $80,741-98.5% | $167,518-99.3% |
| Participation rate | 46.2% | 64.0%-17.8pp | 54.2%-8.0pp | 82.1%-36.0pp |
| Annual return | 23.60% | 120.57%-97.0pp | 87.30%-63.7pp | 478.71%-455.1pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $401 | $2,870-86.0% | $2,145-81.3% | $6,342-93.7% |
| Admin fee / account holder | $10 | $4,547-99.8% | $3,380-99.7% | $12,312-99.9% |