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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 | $4,325 | $60,139-92.8% | $90,461-95.2% | $79,856-94.6% |
| Participation rate | 43.3% | 65.0%-21.7pp | 72.7%-29.4pp | 69.6%-26.3pp |
| Annual return | 28.15% | 71.96%-43.8pp | 1294.76%-1266.6pp | 31.71%-3.6pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $983 | $2,939-66.6% | $3,964-75.2% | $3,741-73.7% |
| Admin fee / account holder | $159 | $3,978-96.0% | $5,617-97.2% | $5,306-97.0% |