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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 | $12,050 | $234,190-94.9% | $180,320-93.3% | $198,609-93.9% |
| Participation rate | 0.0% | 77.1%-77.1pp | 71.5%-71.5pp | 82.4%-82.4pp |
| Annual return | 11.86% | 1057.44%-1045.6pp | 778.54%-766.7pp | 202.70%-190.8pp |
| Employer contribution / active EE | $60 | $5,258-98.9% | $4,108-98.5% | $5,055-98.8% |
| Participant deferral / active EE | $1,058 | $4,988-78.8% | $4,304-75.4% | $6,977-84.8% |
| Admin fee / account holder | $75 | $12,558-99.4% | $10,000-99.2% | $19,030-99.6% |