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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 | $3,206 | $100,895-96.8% | $90,430-96.5% | $158,950-98.0% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 21.53% | 1725.54%-1704.0pp | 1293.73%-1272.2pp | 302.91%-281.4pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,074 | $4,347-75.3% | $3,963-72.9% | $5,983-82.1% |
| Admin fee / account holder | $20 | $6,505-99.7% | $5,613-99.6% | $11,248-99.8% |