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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 | $1,262 | $169,356-99.3% | $129,406-99.0% | $145,897-99.1% |
| Participation rate | 58.3% | 76.5%-18.2pp | 69.6%-11.3pp | 80.3%-22.0pp |
| Annual return | 14.55% | 14418.62%-14404.1pp | 9468.18%-9453.6pp | 552.29%-537.7pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $404 | $4,987-91.9% | $4,167-90.3% | $6,689-94.0% |
| Admin fee / account holder | $115 | $9,915-98.8% | $7,689-98.5% | $13,390-99.1% |