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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 | $6,029 | $100,868-94.0% | $90,414-93.3% | $158,931-96.2% |
| Participation rate | 45.8% | 75.0%-29.2pp | 72.7%-26.8pp | 82.0%-36.1pp |
| Annual return | 30.05% | 1724.58%-1694.5pp | 1293.19%-1263.1pp | 302.86%-272.8pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $926 | $4,348-78.7% | $3,963-76.6% | $5,982-84.5% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,611-100.0% | $11,247-100.0% |