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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 | $6,248 | $99,011-93.7% | $86,582-92.8% | $147,586-95.8% |
| Participation rate | 27.8% | 76.3%-48.6pp | 73.5%-45.8pp | 82.8%-55.1pp |
| Annual return | 26.23% | 1312.75%-1286.5pp | 965.08%-938.9pp | 578.59%-552.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $704 | $3,972-82.3% | $3,609-80.5% | $5,439-87.1% |
| Admin fee / account holder | $3 | $5,709-100.0% | $4,904-99.9% | $10,886-100.0% |