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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 | $14,615 | $85,766-83.0% | $136,298-89.3% | $70,126-79.2% |
| Participation rate | 57.8% | 74.2%-16.3pp | 81.9%-24.1pp | 69.5%-11.7pp |
| Annual return | 43.74% | 31.46%+12.3pp | 5156.27%-5112.5pp | 73.15%-29.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,623 | $5,051-8.5% | $6,247-26.0% | $3,332+38.7% |
| Admin fee / account holder | $43 | $5,421-99.2% | $9,244-99.5% | $4,645-99.1% |