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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 | $9,674 | $234,190-95.9% | $180,320-94.6% | $198,609-95.1% |
| Participation rate | 57.1% | 77.1%-20.0pp | 71.5%-14.4pp | 82.4%-25.2pp |
| Annual return | 2.64% | 1057.44%-1054.8pp | 778.54%-775.9pp | 202.70%-200.1pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,708 | $4,988-65.8% | $4,304-60.3% | $6,977-75.5% |
| Admin fee / account holder | $0 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |