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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 | $6,224 | $60,128-89.6% | $90,440-93.1% | $79,852-92.2% |
| Participation rate | 30.0% | 65.0%-35.0pp | 72.7%-42.7pp | 69.6%-39.6pp |
| Annual return | 19.45% | 71.95%-52.5pp | 1294.38%-1274.9pp | 31.72%-12.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $850 | $2,939-71.1% | $3,964-78.5% | $3,740-77.3% |
| Admin fee / account holder | $15 | $3,977-99.6% | $5,615-99.7% | $5,306-99.7% |