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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 | $9,083 | $102,663-91.2% | $86,216-89.5% | $139,466-93.5% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 31.03% | 1924.52%-1893.5pp | 1169.42%-1138.4pp | 373.66%-342.6pp |
| Employer contribution / active EE | $291 | $3,035-90.4% | $2,382-87.8% | $4,754-93.9% |
| Participant deferral / active EE | $1,453 | $4,677-68.9% | $3,986-63.5% | $6,712-78.3% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |