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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 | $17,183 | $176,688-90.3% | $130,660-86.8% | $152,897-88.8% |
| Participation rate | 37.5% | 79.0%-41.5pp | 71.7%-34.2pp | 82.5%-45.0pp |
| Annual return | 28.23% | 2693.08%-2664.9pp | 1709.29%-1681.1pp | 345.43%-317.2pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,351 | $4,362-46.1% | $3,603-34.8% | $5,851-59.8% |
| Admin fee / account holder | $18 | $7,131-99.7% | $5,463-99.7% | $11,599-99.8% |