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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 | $23,875 | $100,041-76.1% | $149,718-84.1% | $70,131-66.0% |
| Participation rate | 51.4% | 83.6%-32.2pp | 87.1%-35.6pp | 69.5%-18.1pp |
| Annual return | 17.31% | 27.43%-10.1pp | 1501.70%-1484.4pp | 73.14%-55.8pp |
| Employer contribution / active EE | $343 | $3,662-90.6% | $5,444-93.7% | $2,342-85.4% |
| Participant deferral / active EE | $2,460 | $4,983-50.6% | $6,568-62.5% | $3,332-26.2% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |