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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 | $4,062 | $100,911-96.0% | $90,440-95.5% | $158,966-97.4% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 32.30% | 1726.62%-1694.3pp | 1294.38%-1262.1pp | 302.95%-270.6pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,956 | $4,348-55.0% | $3,964-50.7% | $5,983-67.3% |
| Admin fee / account holder | $16 | $6,507-99.8% | $5,615-99.7% | $11,250-99.9% |