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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 | $3,693 | $77,908-95.3% | $149,696-97.5% | $75,173-95.1% |
| Participation rate | 48.3% | 65.6%-17.3pp | 78.8%-30.5pp | 67.2%-18.9pp |
| Annual return | 44.90% | 31.73%+13.2pp | 134.46%-89.6pp | 160.72%-115.8pp |
| Employer contribution / active EE | $2 | $3,138-100.0% | $4,821-100.0% | $2,671-99.9% |
| Participant deferral / active EE | $871 | $3,411-74.5% | $5,682-84.7% | $4,126-78.9% |
| Admin fee / account holder | $5 | $5,950-99.9% | $13,212-100.0% | $5,651-99.9% |