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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 | $8,966 | $109,863-91.8% | $98,477-90.9% | $167,518-94.6% |
| Participation rate | 36.8% | 75.8%-39.0pp | 73.3%-36.5pp | 82.1%-45.3pp |
| Annual return | 15.79% | 1958.09%-1942.3pp | 1493.59%-1477.8pp | 478.71%-462.9pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,578 | $4,673-66.2% | $4,276-63.1% | $6,342-75.1% |
| Admin fee / account holder | $92 | $6,755-98.6% | $5,951-98.5% | $12,312-99.3% |