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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 | $1,219 | $27,924-95.6% | $58,544-97.9% | $75,181-98.4% |
| Participation rate | 63.0% | 38.8%+24.1pp | 50.9%+12.1pp | 67.2%-4.2pp |
| Annual return | 20.83% | 44.20%-23.4pp | 4249.56%-4228.7pp | 160.69%-139.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $412 | $1,202-65.7% | $1,923-78.6% | $4,126-90.0% |
| Admin fee / account holder | $33 | $1,726-98.1% | $2,520-98.7% | $5,650-99.4% |