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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 | $3,416 | $60,139-94.3% | $90,461-96.2% | $79,856-95.7% |
| Participation rate | 35.7% | 65.0%-29.3pp | 72.7%-37.0pp | 69.6%-33.9pp |
| Annual return | 63.90% | 71.96%-8.1pp | 1294.76%-1230.9pp | 31.71%+32.2pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $979 | $2,939-66.7% | $3,964-75.3% | $3,741-73.8% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |