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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 | $4,674 | $100,911-95.4% | $90,440-94.8% | $158,966-97.1% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 40.10% | 1726.62%-1686.5pp | 1294.38%-1254.3pp | 302.95%-262.9pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,417 | $4,348-67.4% | $3,964-64.3% | $5,983-76.3% |
| Admin fee / account holder | $26 | $6,507-99.6% | $5,615-99.5% | $11,250-99.8% |