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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 | $7,686 | $156,963-95.1% | $121,204-93.7% | $139,466-94.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 27.18% | 1476.75%-1449.6pp | 987.18%-960.0pp | 373.66%-346.5pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,423 | $4,848-50.0% | $4,083-40.7% | $6,712-63.9% |
| Admin fee / account holder | $15 | $6,953-99.8% | $5,651-99.7% | $11,409-99.9% |