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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 | $3,994 | $100,911-96.0% | $90,440-95.6% | $158,966-97.5% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.7%-27.2pp | 82.0%-36.5pp |
| Annual return | 39.93% | 1726.62%-1686.7pp | 1294.38%-1254.4pp | 302.95%-263.0pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,386 | $4,348-68.1% | $3,964-65.0% | $5,983-76.8% |
| Admin fee / account holder | $24 | $6,507-99.6% | $5,615-99.6% | $11,250-99.8% |