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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 | $61,125-97.8% | $94,057-98.6% | $87,485-98.4% |
| Participation rate | 64.3% | 64.1%+0.2pp | 73.3%-9.1pp | 68.9%-4.6pp |
| Annual return | 348.48% | 35.20%+313.3pp | 480.62%-132.1pp | 26.06%+322.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $896 | $3,260-72.5% | $4,709-81.0% | $4,274-79.0% |
| Admin fee / account holder | $41 | $5,629-99.3% | $7,244-99.4% | $7,775-99.5% |