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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 | $3,096 | $77,908-96.0% | $149,696-97.9% | $75,173-95.9% |
| Participation rate | 54.3% | 65.6%-11.2pp | 78.8%-24.4pp | 67.2%-12.9pp |
| Annual return | 1227.11% | 31.73%+1195.4pp | 134.46%+1092.7pp | 160.72%+1066.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $970 | $3,411-71.6% | $5,682-82.9% | $4,126-76.5% |
| Admin fee / account holder | $103 | $5,950-98.3% | $13,212-99.2% | $5,651-98.2% |