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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 | $5,417 | $98,240-94.5% | $82,312-93.4% | $147,586-96.3% |
| Participation rate | 34.8% | 79.7%-44.9pp | 76.9%-42.1pp | 82.8%-48.0pp |
| Annual return | 162.67% | 30.85%+131.8pp | 25.88%+136.8pp | 578.59%-415.9pp |
| Employer contribution / active EE | $67 | $3,192-97.9% | $2,428-97.2% | $4,876-98.6% |
| Participant deferral / active EE | $1,594 | $4,383-63.6% | $3,706-57.0% | $5,439-70.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |