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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 | $2,887 | $88,702-96.7% | $81,780-96.5% | $145,978-98.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.91% | 1029.12%-1016.2pp | 776.27%-763.4pp | 550.52%-537.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $961 | $4,645-79.3% | $4,321-77.8% | $6,690-85.6% |
| Admin fee / account holder | $77 | $8,414-99.1% | $7,384-99.0% | $13,400-99.4% |