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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 | $11,826 | $99,011-88.1% | $86,582-86.3% | $147,586-92.0% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 12.28% | 1312.75%-1300.5pp | 965.08%-952.8pp | 578.59%-566.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,161 | $3,972-70.8% | $3,609-67.8% | $5,439-78.7% |
| Admin fee / account holder | $109 | $5,709-98.1% | $4,904-97.8% | $10,886-99.0% |