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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 | $5,680 | $98,240-94.2% | $82,313-93.1% | $147,585-96.2% |
| Participation rate | 27.3% | 79.7%-52.5pp | 76.9%-49.6pp | 82.8%-55.6pp |
| Annual return | 273.77% | 30.85%+242.9pp | 25.88%+247.9pp | 578.57%-304.8pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,893 | $4,383-56.8% | $3,706-48.9% | $5,439-65.2% |
| Admin fee / account holder | $22 | $8,563-99.7% | $5,608-99.6% | $10,885-99.8% |