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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 | $5,406 | $109,872-95.1% | $98,483-94.5% | $167,536-96.8% |
| Participation rate | 68.4% | 75.8%-7.4pp | 73.3%-4.9pp | 82.1%-13.7pp |
| Annual return | 26.74% | 1959.31%-1932.6pp | 1494.38%-1467.6pp | 478.82%-452.1pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,823 | $4,673-61.0% | $4,276-57.4% | $6,342-71.3% |
| Admin fee / account holder | $84 | $6,757-98.8% | $5,953-98.6% | $12,315-99.3% |