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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 | $1,163 | $76,634-98.5% | $56,054-97.9% | $145,978-99.2% |
| Participation rate | 68.2% | 63.2%+5.0pp | 52.5%+15.7pp | 80.3%-12.1pp |
| Annual return | 19.84% | 3004.33%-2984.5pp | 1705.95%-1686.1pp | 550.52%-530.7pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $588 | $2,622-77.6% | $1,952-69.9% | $6,690-91.2% |
| Admin fee / account holder | $86 | $3,321-97.4% | $2,822-97.0% | $13,400-99.4% |