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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 | $6,414 | $169,336-96.2% | $129,384-95.0% | $145,884-95.6% |
| Participation rate | 69.2% | 76.5%-7.3pp | 69.6%-0.4pp | 80.3%-11.1pp |
| Annual return | 12.19% | 14408.70%-14396.5pp | 9461.77%-9449.6pp | 551.85%-539.7pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $939 | $4,985-81.2% | $4,166-77.4% | $6,690-86.0% |
| Admin fee / account holder | $25 | $9,912-99.7% | $7,686-99.7% | $13,392-99.8% |