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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 | $8,295 | $81,358-89.8% | $155,556-94.7% | $80,959-89.8% |
| Participation rate | 59.3% | 66.3%-7.0pp | 78.2%-18.9pp | 67.7%-8.4pp |
| Annual return | 247.14% | 33.39%+213.7pp | 64.84%+182.3pp | 35.67%+211.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,720 | $3,455-21.3% | $5,631-51.7% | $4,300-36.8% |
| Admin fee / account holder | $160 | $7,994-98.0% | $15,885-99.0% | $6,925-97.7% |