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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 | $7,654 | $100,895-92.4% | $90,430-91.5% | $158,950-95.2% |
| Participation rate | 40.9% | 75.0%-34.1pp | 72.7%-31.8pp | 82.0%-41.1pp |
| Annual return | 22.33% | 1725.54%-1703.2pp | 1293.73%-1271.4pp | 302.91%-280.6pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $903 | $4,347-79.2% | $3,963-77.2% | $5,983-84.9% |
| Admin fee / account holder | $13 | $6,505-99.8% | $5,613-99.8% | $11,248-99.9% |