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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 | $1,554 | $60,139-97.4% | $90,461-98.3% | $79,856-98.1% |
| Participation rate | 44.8% | 65.0%-20.2pp | 72.7%-27.9pp | 69.6%-24.8pp |
| Annual return | 80.40% | 71.96%+8.4pp | 1294.76%-1214.4pp | 31.71%+48.7pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $818 | $2,939-72.2% | $3,964-79.4% | $3,741-78.1% |
| Admin fee / account holder | $8 | $3,978-99.8% | $5,617-99.9% | $5,306-99.8% |