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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 | $5,011 | $99,011-94.9% | $86,582-94.2% | $147,586-96.6% |
| Participation rate | 46.2% | 76.3%-30.2pp | 73.5%-27.4pp | 82.8%-36.7pp |
| Annual return | 20.69% | 1312.75%-1292.1pp | 965.08%-944.4pp | 578.59%-557.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $498 | $3,972-87.5% | $3,609-86.2% | $5,439-90.8% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |