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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 | $2,210 | $53,128-95.8% | $86,581-97.4% | $70,124-96.8% |
| Participation rate | 53.5% | 65.3%-11.8pp | 73.5%-20.1pp | 69.5%-16.1pp |
| Annual return | 53.45% | 27.66%+25.8pp | 965.06%-911.6pp | 73.14%-19.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,006 | $2,695-62.7% | $3,609-72.1% | $3,332-69.8% |
| Admin fee / account holder | $195 | $3,584-94.6% | $4,904-96.0% | $4,645-95.8% |