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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 | $4,126 | $100,901-95.9% | $75,501-94.5% | $147,586-97.2% |
| Participation rate | 64.7% | 77.1%-12.4pp | 72.4%-7.7pp | 82.8%-18.1pp |
| Annual return | 202.11% | 35.78%+166.3pp | 27.35%+174.8pp | 578.59%-376.5pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,622 | $4,027-59.7% | $3,142-48.4% | $5,439-70.2% |
| Admin fee / account holder | $124 | $11,285-98.9% | $5,801-97.9% | $10,886-98.9% |