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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 | $1,596 | $60,119-97.3% | $90,430-98.2% | $79,858-98.0% |
| Participation rate | 59.3% | 65.0%-5.7pp | 72.7%-13.4pp | 69.6%-10.4pp |
| Annual return | 50.38% | 71.94%-21.6pp | 1293.73%-1243.4pp | 31.72%+18.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $855 | $2,938-70.9% | $3,963-78.4% | $3,740-77.1% |
| Admin fee / account holder | $23 | $3,976-99.4% | $5,613-99.6% | $5,306-99.6% |