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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 | $1,710 | $109,872-98.4% | $98,483-98.3% | $167,536-99.0% |
| Participation rate | 69.2% | 75.8%-6.6pp | 73.3%-4.1pp | 82.1%-12.9pp |
| Annual return | 24.54% | 1959.31%-1934.8pp | 1494.38%-1469.8pp | 478.82%-454.3pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,569 | $4,673-66.4% | $4,276-63.3% | $6,342-75.3% |
| Admin fee / account holder | $11 | $6,757-99.8% | $5,953-99.8% | $12,315-99.9% |