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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 | $4,621 | $49,896-90.7% | $80,627-94.3% | $75,173-93.9% |
| Participation rate | 60.0% | 55.3%+4.7pp | 67.0%-7.0pp | 67.2%-7.2pp |
| Annual return | 28.89% | 34.67%-5.8pp | 936.76%-907.9pp | 160.72%-131.8pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,081 | $2,992-30.4% | $4,443-53.2% | $4,126-49.6% |
| Admin fee / account holder | $57 | $3,578-98.4% | $5,381-98.9% | $5,651-99.0% |