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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 | $2,664 | $111,830-97.6% | $93,696-97.2% | $145,884-98.2% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.9pp |
| Annual return | 352.34% | 204.08%+148.3pp | 133.74%+218.6pp | 551.85%-199.5pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,421 | $4,920-71.1% | $4,417-67.8% | $6,690-78.8% |
| Admin fee / account holder | $17 | $10,249-99.8% | $8,287-99.8% | $13,392-99.9% |