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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 | $4,031 | $50,666-92.0% | $76,823-94.8% | $65,185-93.8% |
| Participation rate | 63.7% | 68.8%-5.1pp | 72.1%-8.4pp | 70.2%-6.5pp |
| Annual return | 69.89% | 28.51%+41.4pp | 1166.42%-1096.5pp | 29.38%+40.5pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,053 | $2,647-22.4% | $3,336-38.5% | $3,514-41.6% |
| Admin fee / account holder | $76 | $463-83.5% | $6,422-98.8% | $847-91.0% |