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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 | $4,906 | $109,863-95.5% | $98,477-95.0% | $167,518-97.1% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 11.59% | 1958.09%-1946.5pp | 1493.59%-1482.0pp | 478.71%-467.1pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $981 | $4,673-79.0% | $4,276-77.1% | $6,342-84.5% |
| Admin fee / account holder | $128 | $6,755-98.1% | $5,951-97.8% | $12,312-99.0% |