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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 | $1,987 | $88,702-97.8% | $81,780-97.6% | $145,978-98.6% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.4%-3.1pp | 80.3%-11.1pp |
| Annual return | 12.66% | 1029.12%-1016.5pp | 776.27%-763.6pp | 550.52%-537.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $868 | $4,645-81.3% | $4,321-79.9% | $6,690-87.0% |
| Admin fee / account holder | $5 | $8,414-99.9% | $7,384-99.9% | $13,400-100.0% |