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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 | $6,377 | $57,305-88.9% | $86,640-92.6% | $75,173-91.5% |
| Participation rate | 42.2% | 63.2%-21.0pp | 71.7%-29.5pp | 67.2%-25.0pp |
| Annual return | 29.82% | 2674.24%-2644.4pp | 592.52%-562.7pp | 160.72%-130.9pp |
| Employer contribution / active EE | $15 | $2,316-99.4% | $3,024-99.5% | $2,671-99.4% |
| Participant deferral / active EE | $1,432 | $3,320-56.9% | $4,438-67.7% | $4,126-65.3% |
| Admin fee / account holder | $0 | $4,116-100.0% | $5,616-100.0% | $5,651-100.0% |