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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 | $7,676 | $169,336-95.5% | $129,384-94.1% | $145,884-94.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 17.39% | 14408.70%-14391.3pp | 9461.77%-9444.4pp | 551.85%-534.5pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,584 | $4,985-68.2% | $4,166-62.0% | $6,690-76.3% |
| Admin fee / account holder | $17 | $9,912-99.8% | $7,686-99.8% | $13,392-99.9% |