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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 | $1,225 | $27,936-95.6% | $58,561-97.9% | $75,173-98.4% |
| Participation rate | 66.7% | 38.8%+27.8pp | 50.9%+15.8pp | 67.2%-0.5pp |
| Annual return | 29.82% | 44.21%-14.4pp | 4251.33%-4221.5pp | 160.72%-130.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $651 | $1,202-45.9% | $1,923-66.2% | $4,126-84.2% |
| Admin fee / account holder | $13 | $1,727-99.2% | $2,520-99.5% | $5,651-99.8% |