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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 | $1,984 | $30,423-93.5% | $56,025-96.5% | $74,478-97.3% |
| Participation rate | 12.0% | 32.9%-20.8pp | 52.5%-40.5pp | 67.2%-55.2pp |
| Annual return | 35.29% | 24.97%+10.3pp | 1712.69%-1677.4pp | 1370.56%-1335.3pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $315 | $1,176-73.2% | $1,955-83.9% | $4,350-92.8% |
| Admin fee / account holder | $282 | $2,363-88.1% | $2,828-90.0% | $1,946-85.5% |