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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 | $3,675 | $102,663-96.4% | $86,216-95.7% | $139,466-97.4% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.0%-6.5pp | 80.3%-17.8pp |
| Annual return | 16.62% | 1924.52%-1907.9pp | 1169.42%-1152.8pp | 373.66%-357.0pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,360 | $4,677-70.9% | $3,986-65.9% | $6,712-79.7% |
| Admin fee / account holder | $291 | $8,663-96.6% | $6,853-95.8% | $11,409-97.4% |