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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 | $4,237 | $96,388-95.6% | $80,627-94.7% | $139,466-97.0% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 25.63% | 1352.08%-1326.5pp | 936.76%-911.1pp | 373.66%-348.0pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $873 | $5,224-83.3% | $4,443-80.3% | $6,712-87.0% |
| Admin fee / account holder | $27 | $6,603-99.6% | $5,381-99.5% | $11,409-99.8% |