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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 | $1,049 | $176,402-99.4% | $134,162-99.2% | $158,982-99.3% |
| Participation rate | 69.2% | 78.7%-9.5pp | 72.2%-3.0pp | 82.0%-12.7pp |
| Annual return | 32.04% | 63.66%-31.6pp | 36.35%-4.3pp | 302.99%-270.9pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $816 | $4,093-80.1% | $3,500-76.7% | $5,983-86.4% |
| Admin fee / account holder | $166 | $8,719-98.1% | $6,685-97.5% | $11,252-98.5% |