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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 | $3,469 | $102,595-96.6% | $94,057-96.3% | $154,746-97.8% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 660.80% | 583.42%+77.4pp | 480.62%+180.2pp | 172.34%+488.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,995 | $5,118-61.0% | $4,709-57.6% | $6,730-70.4% |
| Admin fee / account holder | $22 | $7,736-99.7% | $7,244-99.7% | $14,365-99.9% |