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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 | $13,624 | $185,199-92.6% | $142,874-90.5% | $167,518-91.9% |
| Participation rate | 33.3% | 78.5%-45.1pp | 72.0%-38.6pp | 82.1%-48.8pp |
| Annual return | 18.79% | 8556.90%-8538.1pp | 5638.58%-5619.8pp | 478.71%-459.9pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $469 | $4,495-89.6% | $3,838-87.8% | $6,342-92.6% |
| Admin fee / account holder | $61 | $8,031-99.2% | $6,561-99.1% | $12,312-99.5% |