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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 | $2,149 | $102,696-97.9% | $86,235-97.5% | $139,487-98.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 38.95% | 1925.91%-1887.0pp | 1170.03%-1131.1pp | 373.84%-334.9pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,321 | $4,679-71.8% | $3,987-66.9% | $6,713-80.3% |
| Admin fee / account holder | $46 | $8,667-99.5% | $6,856-99.3% | $11,407-99.6% |