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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 | $1,441 | $169,361-99.1% | $129,397-98.9% | $145,877-99.0% |
| Participation rate | 68.4% | 76.5%-8.0pp | 69.6%-1.2pp | 80.3%-11.9pp |
| Annual return | 15.27% | 14395.54%-14380.3pp | 9453.98%-9438.7pp | 551.28%-536.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $491 | $4,987-90.1% | $4,167-88.2% | $6,691-92.7% |
| Admin fee / account holder | $7 | $9,903-99.9% | $7,679-99.9% | $13,402-99.9% |