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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 | $1,363 | $51,638-97.4% | $68,368-98.0% | $82,448-98.3% |
| Participation rate | 64.3% | 63.6%+0.7pp | 73.8%-9.5pp | 68.1%-3.8pp |
| Annual return | 348.48% | 37.53%+310.9pp | 292.57%+55.9pp | 41.64%+306.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $896 | $2,914-69.2% | $4,123-78.3% | $4,139-78.3% |
| Admin fee / account holder | $41 | $4,643-99.1% | $5,150-99.2% | $7,234-99.4% |