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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 | $9,463 | $77,816-87.8% | $123,552-92.3% | $64,173-85.3% |
| Participation rate | 34.0% | 74.7%-40.7pp | 82.3%-48.3pp | 69.6%-35.6pp |
| Annual return | 99.07% | 12.49%+86.6pp | 119.20%-20.1pp | 7.63%+91.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,318 | $5,240-55.8% | $6,426-63.9% | $3,470-33.2% |
| Admin fee / account holder | $96 | $5,519-98.3% | $9,285-99.0% | $4,887-98.0% |