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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 | $1,583 | $162,529-99.0% | $130,788-98.8% | $154,746-99.0% |
| Participation rate | 60.0% | 75.9%-15.9pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 29.27% | 510.48%-481.2pp | 386.44%-357.2pp | 172.34%-143.1pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $595 | $4,808-87.6% | $4,137-85.6% | $6,730-91.2% |
| Admin fee / account holder | $2 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |