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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 | $9,741 | $99,031-90.2% | $86,597-88.8% | $147,585-93.4% |
| Participation rate | 21.7% | 76.3%-54.6pp | 73.5%-51.8pp | 82.8%-61.1pp |
| Annual return | 12.58% | 1312.56%-1300.0pp | 964.96%-952.4pp | 578.57%-566.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $772 | $3,972-80.6% | $3,609-78.6% | $5,439-85.8% |
| Admin fee / account holder | $274 | $5,711-95.2% | $4,906-94.4% | $10,885-97.5% |