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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 | $13,336 | $185,199-92.8% | $142,874-90.7% | $167,518-92.0% |
| Participation rate | 69.6% | 78.5%-8.9pp | 72.0%-2.4pp | 82.1%-12.5pp |
| Annual return | 16.00% | 8556.90%-8540.9pp | 5638.58%-5622.6pp | 478.71%-462.7pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,244 | $4,495-50.1% | $3,838-41.5% | $6,342-64.6% |
| Admin fee / account holder | $219 | $8,031-97.3% | $6,561-96.7% | $12,312-98.2% |