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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 | $4,026 | $125,778-96.8% | $114,563-96.5% | $154,746-97.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 47.14% | 295.14%-248.0pp | 241.09%-194.0pp | 172.34%-125.2pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,964 | $4,445-55.8% | $4,142-52.6% | $6,730-70.8% |
| Admin fee / account holder | $6 | $8,190-99.9% | $7,623-99.9% | $14,365-100.0% |