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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 | $20,251 | $70,587-71.3% | $124,693-83.8% | $85,847-76.4% |
| Participation rate | 28.3% | 64.4%-36.2pp | 74.6%-46.4pp | 69.3%-41.1pp |
| Annual return | 17.97% | 20688.83%-20670.9pp | 5144.19%-5126.2pp | 318.61%-300.6pp |
| Employer contribution / active EE | $467 | $1,913-75.6% | $3,324-86.0% | $2,565-81.8% |
| Participant deferral / active EE | $1,877 | $2,969-36.8% | $4,615-59.3% | $3,952-52.5% |
| Admin fee / account holder | $0 | $5,282-100.0% | $7,494-100.0% | $6,261-100.0% |