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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 | $5,482 | $43,496-87.4% | $161,489-96.6% | $64,340-91.5% |
| Participation rate | 26.1% | 53.5%-27.4pp | 78.7%-52.6pp | 55.2%-29.1pp |
| Annual return | 232.98% | 20.76%+212.2pp | 89.72%+143.3pp | 24.14%+208.8pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $802 | $1,996-59.8% | $5,630-85.7% | $2,980-73.1% |
| Admin fee / account holder | $79 | $2,330-96.6% | $16,006-99.5% | $3,703-97.9% |