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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 | $3,685 | $185,225-98.0% | $142,898-97.4% | $167,536-97.8% |
| Participation rate | 33.3% | 78.5%-45.1pp | 72.0%-38.6pp | 82.1%-48.8pp |
| Annual return | 15.29% | 8558.12%-8542.8pp | 5639.64%-5624.3pp | 478.82%-463.5pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $698 | $4,496-84.5% | $3,838-81.8% | $6,342-89.0% |
| Admin fee / account holder | $10 | $8,032-99.9% | $6,560-99.9% | $12,315-99.9% |