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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 | $3,395 | $102,595-96.7% | $94,057-96.4% | $154,746-97.8% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 28.58% | 583.42%-554.8pp | 480.62%-452.0pp | 172.34%-143.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,883 | $5,118-63.2% | $4,709-60.0% | $6,730-72.0% |
| Admin fee / account holder | $29 | $7,736-99.6% | $7,244-99.6% | $14,365-99.8% |