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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 | $4,036 | $84,236-95.2% | $170,435-97.6% | $70,126-94.2% |
| Participation rate | 56.6% | 70.8%-14.2pp | 83.6%-27.0pp | 69.5%-12.9pp |
| Annual return | 336.58% | 23.06%+313.5pp | 205.94%+130.6pp | 73.15%+263.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,155 | $3,086-30.2% | $4,939-56.4% | $3,332-35.3% |
| Admin fee / account holder | $66 | $5,698-98.8% | $13,881-99.5% | $4,645-98.6% |