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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 | $10,180 | $45,152-77.5% | $73,836-86.2% | $59,633-82.9% |
| Participation rate | 35.7% | 64.0%-28.3pp | 73.4%-37.7pp | 68.7%-33.0pp |
| Annual return | 1.08% | 27.40%-26.3pp | 2268.06%-2267.0pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,885 | $2,573-26.7% | $3,583-47.4% | $3,192-40.9% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |