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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 | $6,013 | $96,419-93.8% | $80,648-92.5% | $139,487-95.7% |
| Participation rate | 58.3% | 73.6%-15.3pp | 67.0%-8.7pp | 80.3%-22.0pp |
| Annual return | 29.07% | 1352.86%-1323.8pp | 937.21%-908.1pp | 373.84%-344.8pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,140 | $5,225-59.0% | $4,443-51.8% | $6,713-68.1% |
| Admin fee / account holder | $123 | $6,605-98.1% | $5,382-97.7% | $11,407-98.9% |