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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 | $2,969 | $105,929-97.2% | $81,716-96.4% | $158,966-98.1% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 51.07% | 38.19%+12.9pp | 29.49%+21.6pp | 302.95%-251.9pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $790 | $13,007-93.9% | $7,108-88.9% | $5,983-86.8% |
| Admin fee / account holder | $16 | $8,492-99.8% | $5,159-99.7% | $11,250-99.9% |