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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 | $1,684 | $65,423-97.4% | $98,477-98.3% | $85,856-98.0% |
| Participation rate | 67.5% | 65.0%+2.5pp | 73.3%-5.9pp | 69.3%-1.8pp |
| Annual return | 29.04% | 21.76%+7.3pp | 1493.59%-1464.5pp | 318.58%-289.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $943 | $3,167-70.2% | $4,276-77.9% | $3,952-76.1% |
| Admin fee / account holder | $27 | $4,594-99.4% | $5,951-99.6% | $6,261-99.6% |