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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 | $21,346 | $100,060-78.7% | $149,721-85.7% | $70,126-69.6% |
| Participation rate | 0.0% | 83.6%-83.6pp | 87.1%-87.1pp | 69.5%-69.5pp |
| Annual return | 20.39% | 27.46%-7.1pp | 1501.67%-1481.3pp | 73.15%-52.8pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,506 | $4,982+10.5% | $6,568-16.2% | $3,332+65.3% |
| Admin fee / account holder | $152 | $8,285-98.2% | $11,282-98.7% | $4,645-96.7% |