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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 | $7,813 | $102,638-92.4% | $81,991-90.5% | $158,966-95.1% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 2295.24% | 61.05%+2234.2pp | 41.31%+2253.9pp | 302.95%+1992.3pp |
| Employer contribution / active EE | $231 | $3,241-92.9% | $2,498-90.8% | $4,762-95.1% |
| Participant deferral / active EE | $3,298 | $4,649-29.1% | $3,722-11.4% | $5,983-44.9% |
| Admin fee / account holder | $19 | $8,237-99.8% | $5,665-99.7% | $11,250-99.8% |