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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 | $3,655 | $118,467-96.9% | $98,450-96.3% | $139,456-97.4% |
| Participation rate | 55.6% | 77.5%-21.9pp | 75.2%-19.6pp | 80.3%-24.8pp |
| Annual return | 71.43% | 18.95%+52.5pp | 21.16%+50.3pp | 373.45%-302.0pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,934 | $5,393-64.1% | $4,739-59.2% | $6,711-71.2% |
| Admin fee / account holder | $28 | $14,057-99.8% | $8,961-99.7% | $11,407-99.8% |