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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 | $5,297 | $121,677-95.6% | $104,625-94.9% | $158,966-96.7% |
| Participation rate | 57.1% | 77.5%-20.4pp | 74.1%-16.9pp | 82.0%-24.8pp |
| Annual return | 30.48% | 465.58%-435.1pp | 340.60%-310.1pp | 302.95%-272.5pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,315 | $4,175-68.5% | $3,738-64.8% | $5,983-78.0% |
| Admin fee / account holder | $33 | $7,777-99.6% | $6,465-99.5% | $11,250-99.7% |