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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 | $3,365 | $185,225-98.2% | $142,898-97.6% | $167,536-98.0% |
| Participation rate | 37.5% | 78.5%-41.0pp | 72.0%-34.5pp | 82.1%-44.6pp |
| Annual return | 14.11% | 8558.12%-8544.0pp | 5639.64%-5625.5pp | 478.82%-464.7pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $949 | $4,496-78.9% | $3,838-75.3% | $6,342-85.0% |
| Admin fee / account holder | $33 | $8,032-99.6% | $6,560-99.5% | $12,315-99.7% |