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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 | $1,197 | $81,763-98.5% | $58,561-98.0% | $139,466-99.1% |
| Participation rate | 64.3% | 61.3%+2.9pp | 50.9%+13.4pp | 80.3%-16.0pp |
| Annual return | 11.79% | 7427.77%-7416.0pp | 4251.33%-4239.5pp | 373.66%-361.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $444 | $2,555-82.6% | $1,923-76.9% | $6,712-93.4% |
| Admin fee / account holder | $16 | $3,273-99.5% | $2,520-99.4% | $11,409-99.9% |