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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 | $8,494 | $176,688-95.2% | $130,660-93.5% | $152,909-94.4% |
| Participation rate | 27.3% | 79.0%-51.7pp | 71.7%-44.5pp | 82.5%-55.2pp |
| Annual return | 20.42% | 2693.08%-2672.7pp | 1709.29%-1688.9pp | 345.46%-325.0pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $256 | $4,362-94.1% | $3,603-92.9% | $5,851-95.6% |
| Admin fee / account holder | $106 | $7,131-98.5% | $5,463-98.1% | $11,601-99.1% |