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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 | $9,665 | $76,551-87.4% | $123,894-92.2% | $62,881-84.6% |
| Participation rate | 33.9% | 73.0%-39.1pp | 81.4%-47.5pp | 69.3%-35.4pp |
| Annual return | 646.43% | 18.68%+627.8pp | 47.52%+598.9pp | 20.14%+626.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,423 | $4,840-49.9% | $5,984-59.5% | $3,203-24.4% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |