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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 | $5,486 | $114,073-95.2% | $96,161-94.3% | $167,518-96.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 21.45% | 189.95%-168.5pp | 192.01%-170.6pp | 478.71%-457.3pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,297 | $5,195-55.8% | $4,349-47.2% | $6,342-63.8% |
| Admin fee / account holder | $7 | $6,899-99.9% | $5,538-99.9% | $12,312-99.9% |