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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 | $4,889 | $102,635-95.2% | $86,209-94.3% | $139,456-96.5% |
| Participation rate | 57.9% | 74.5%-16.6pp | 69.0%-11.1pp | 80.3%-22.4pp |
| Annual return | 35.77% | 1923.53%-1887.8pp | 1169.05%-1133.3pp | 373.45%-337.7pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,798 | $4,677-40.2% | $3,986-29.8% | $6,711-58.3% |
| Admin fee / account holder | $26 | $8,661-99.7% | $6,853-99.6% | $11,407-99.8% |