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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 | $5,145 | $60,128-91.4% | $90,440-94.3% | $79,852-93.6% |
| Participation rate | 16.4% | 65.0%-48.6pp | 72.7%-56.3pp | 69.6%-53.2pp |
| Annual return | 1147.67% | 71.95%+1075.7pp | 1294.38%-146.7pp | 31.72%+1115.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $801 | $2,939-72.7% | $3,964-79.8% | $3,740-78.6% |
| Admin fee / account holder | $104 | $3,977-97.4% | $5,615-98.1% | $5,306-98.0% |