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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 | $8,861 | $99,031-91.1% | $86,597-89.8% | $147,585-94.0% |
| Participation rate | 57.9% | 76.3%-18.4pp | 73.5%-15.7pp | 82.8%-24.9pp |
| Annual return | 10.68% | 1312.56%-1301.9pp | 964.96%-954.3pp | 578.57%-567.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $847 | $3,972-78.7% | $3,609-76.5% | $5,439-84.4% |
| Admin fee / account holder | $74 | $5,711-98.7% | $4,906-98.5% | $10,885-99.3% |