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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 | $4,329 | $100,938-95.7% | $90,461-95.2% | $158,982-97.3% |
| Participation rate | 56.3% | 75.0%-18.8pp | 72.7%-16.4pp | 82.0%-25.7pp |
| Annual return | 20.58% | 1727.20%-1706.6pp | 1294.76%-1274.2pp | 302.99%-282.4pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,185 | $4,350-72.8% | $3,964-70.1% | $5,983-80.2% |
| Admin fee / account holder | $165 | $6,510-97.5% | $5,617-97.1% | $11,252-98.5% |