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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 | $6,758 | $109,872-93.8% | $98,483-93.1% | $167,536-96.0% |
| Participation rate | 56.3% | 75.8%-19.6pp | 73.3%-17.1pp | 82.1%-25.9pp |
| Annual return | 17.23% | 1959.31%-1942.1pp | 1494.38%-1477.2pp | 478.82%-461.6pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,666 | $4,673-43.0% | $4,276-37.7% | $6,342-58.0% |
| Admin fee / account holder | $86 | $6,757-98.7% | $5,953-98.6% | $12,315-99.3% |