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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 | $8,201 | $176,688-95.4% | $130,660-93.7% | $152,909-94.6% |
| Participation rate | 20.0% | 79.0%-59.0pp | 71.7%-51.7pp | 82.5%-62.5pp |
| Annual return | 14.44% | 2693.08%-2678.6pp | 1709.29%-1694.9pp | 345.46%-331.0pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $65 | $4,362-98.5% | $3,603-98.2% | $5,851-98.9% |
| Admin fee / account holder | $95 | $7,131-98.7% | $5,463-98.3% | $11,601-99.2% |