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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 | $9,345 | $121,677-92.3% | $104,625-91.1% | $158,966-94.1% |
| Participation rate | 63.6% | 77.5%-13.9pp | 74.1%-10.4pp | 82.0%-18.3pp |
| Annual return | 40.22% | 465.58%-425.4pp | 340.60%-300.4pp | 302.95%-262.7pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,796 | $4,175-33.0% | $3,738-25.2% | $5,983-53.3% |
| Admin fee / account holder | $51 | $7,777-99.3% | $6,465-99.2% | $11,250-99.5% |