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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 | $6,871 | $65,566-89.5% | $86,235-92.0% | $75,177-90.9% |
| Participation rate | 42.9% | 60.5%-17.6pp | 69.0%-26.1pp | 67.2%-24.3pp |
| Annual return | 1755.05% | 46.07%+1709.0pp | 1170.03%+585.0pp | 160.75%+1594.3pp |
| Employer contribution / active EE | $82 | $1,553-94.7% | $2,381-96.6% | $2,671-96.9% |
| Participant deferral / active EE | $3,642 | $3,023+20.5% | $3,987-8.7% | $4,126-11.7% |
| Admin fee / account holder | $35 | $5,470-99.4% | $6,856-99.5% | $5,651-99.4% |