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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 | $5,475 | $96,691-94.3% | $86,656-93.7% | $139,487-96.1% |
| Participation rate | 66.7% | 74.4%-7.8pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 23.47% | 106.87%-83.4pp | 593.09%-569.6pp | 373.84%-350.4pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,329 | $4,838-51.9% | $4,439-47.5% | $6,713-65.3% |
| Admin fee / account holder | $23 | $6,414-99.6% | $5,619-99.6% | $11,407-99.8% |