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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 | $1,995 | $96,388-97.9% | $80,627-97.5% | $139,466-98.6% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 25.11% | 1352.08%-1327.0pp | 936.76%-911.7pp | 373.66%-348.6pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,191 | $5,224-77.2% | $4,443-73.2% | $6,712-82.3% |
| Admin fee / account holder | $71 | $6,603-98.9% | $5,381-98.7% | $11,409-99.4% |