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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 | $4,173 | $176,688-97.6% | $130,660-96.8% | $152,897-97.3% |
| Participation rate | 29.4% | 79.0%-49.6pp | 71.7%-42.3pp | 82.5%-53.0pp |
| Annual return | 16.91% | 2693.08%-2676.2pp | 1709.29%-1692.4pp | 345.43%-328.5pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $159 | $4,362-96.3% | $3,603-95.6% | $5,851-97.3% |
| Admin fee / account holder | $27 | $7,131-99.6% | $5,463-99.5% | $11,599-99.8% |