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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 | $3,135 | $99,652-96.9% | $78,778-96.0% | $147,586-97.9% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.2%-69.2pp | 82.8%-82.8pp |
| Annual return | 30.15% | 47.28%-17.1pp | 35.62%-5.5pp | 578.59%-548.4pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,523 | $3,664+105.4% | $2,958+154.3% | $5,439+38.3% |
| Admin fee / account holder | $24 | $7,155-99.7% | $5,134-99.5% | $10,886-99.8% |