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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 | $4,738 | $108,695-95.6% | $74,722-93.7% | $152,897-96.9% |
| Participation rate | 62.5% | 65.4%-2.9pp | 54.5%+8.0pp | 82.5%-20.0pp |
| Annual return | 18.88% | 114.11%-95.2pp | 753.11%-734.2pp | 345.43%-326.5pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $335 | $2,712-87.6% | $1,963-82.9% | $5,851-94.3% |
| Admin fee / account holder | $63 | $4,906-98.7% | $3,335-98.1% | $11,599-99.5% |