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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 | $9,271 | $176,688-94.8% | $130,660-92.9% | $152,885-93.9% |
| Participation rate | 56.3% | 79.0%-22.7pp | 71.7%-15.5pp | 82.5%-26.2pp |
| Annual return | 15.97% | 2693.08%-2677.1pp | 1709.29%-1693.3pp | 345.39%-329.4pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,333 | $4,362-69.4% | $3,603-63.0% | $5,851-77.2% |
| Admin fee / account holder | $68 | $7,131-99.0% | $5,463-98.7% | $11,598-99.4% |