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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 | $6,875 | $109,905-93.7% | $98,506-93.0% | $167,553-95.9% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 30.56% | 1960.20%-1929.6pp | 1494.92%-1464.4pp | 478.89%-448.3pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,269 | $4,674-72.9% | $4,277-70.3% | $6,343-80.0% |
| Admin fee / account holder | $46 | $6,760-99.3% | $5,955-99.2% | $12,316-99.6% |