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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 | $2,061 | $156,963-98.7% | $121,204-98.3% | $139,466-98.5% |
| Participation rate | 22.7% | 76.5%-53.7pp | 69.5%-46.8pp | 80.3%-57.6pp |
| Annual return | 48.59% | 1476.75%-1428.2pp | 987.18%-938.6pp | 373.66%-325.1pp |
| Employer contribution / active EE | $6 | $5,544-99.9% | $4,170-99.9% | $4,754-99.9% |
| Participant deferral / active EE | $452 | $4,848-90.7% | $4,083-88.9% | $6,712-93.3% |
| Admin fee / account holder | $6 | $6,953-99.9% | $5,651-99.9% | $11,409-99.9% |