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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 | $1,651 | $167,030-99.0% | $135,768-98.8% | $155,188-98.9% |
| Participation rate | 66.7% | 76.2%-9.5pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 26.07% | 678.39%-652.3pp | 526.10%-500.0pp | 148.84%-122.8pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,204 | $4,528-73.4% | $3,977-69.7% | $6,531-81.6% |
| Admin fee / account holder | $32 | $8,172-99.6% | $7,048-99.5% | $14,480-99.8% |