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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 | $5,299 | $102,696-94.8% | $86,235-93.9% | $139,487-96.2% |
| Participation rate | 56.3% | 74.5%-18.2pp | 69.0%-12.7pp | 80.3%-24.1pp |
| Annual return | 22.91% | 1925.91%-1903.0pp | 1170.03%-1147.1pp | 373.84%-350.9pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,413 | $4,679-69.8% | $3,987-64.6% | $6,713-78.9% |
| Admin fee / account holder | $99 | $8,667-98.9% | $6,856-98.6% | $11,407-99.1% |