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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 | $2,883 | $234,190-98.8% | $180,320-98.4% | $198,609-98.5% |
| Participation rate | 69.2% | 77.1%-7.9pp | 71.5%-2.3pp | 82.4%-13.1pp |
| Annual return | 20.83% | 1057.44%-1036.6pp | 778.54%-757.7pp | 202.70%-181.9pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,197 | $4,988-55.9% | $4,304-48.9% | $6,977-68.5% |
| Admin fee / account holder | $105 | $12,558-99.2% | $10,000-99.0% | $19,030-99.5% |