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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 | $16,206 | $185,225-91.3% | $142,898-88.7% | $167,536-90.3% |
| Participation rate | 23.1% | 78.5%-55.4pp | 72.0%-48.9pp | 82.1%-59.0pp |
| Annual return | 29.49% | 8558.12%-8528.6pp | 5639.64%-5610.1pp | 478.82%-449.3pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,431 | $4,496-68.2% | $3,838-62.7% | $6,342-77.4% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |