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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 | $2,352 | $100,938-97.7% | $90,461-97.4% | $158,982-98.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 23.21% | 1727.20%-1704.0pp | 1294.76%-1271.5pp | 302.99%-279.8pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $819 | $4,350-81.2% | $3,964-79.4% | $5,983-86.3% |
| Admin fee / account holder | $59 | $6,510-99.1% | $5,617-98.9% | $11,252-99.5% |