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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 | $5,389 | $57,312-90.6% | $86,617-93.8% | $75,181-92.8% |
| Participation rate | 35.2% | 63.2%-28.0pp | 71.7%-36.5pp | 67.2%-32.0pp |
| Annual return | 28.25% | 2672.78%-2644.5pp | 591.91%-563.7pp | 160.69%-132.4pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $921 | $3,319-72.3% | $4,437-79.2% | $4,126-77.7% |
| Admin fee / account holder | $16 | $4,114-99.6% | $5,613-99.7% | $5,650-99.7% |