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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 | $12,675 | $80,781-84.3% | $102,437-87.6% | $74,478-83.0% |
| Participation rate | 42.1% | 65.7%-23.5pp | 74.5%-32.4pp | 67.2%-25.1pp |
| Annual return | 109.73% | 27.58%+82.2pp | 24.95%+84.8pp | 1370.56%-1260.8pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,592 | $3,862-32.9% | $5,060-48.8% | $4,350-40.4% |
| Admin fee / account holder | $220 | $2,372-90.7% | $8,388-97.4% | $1,946-88.7% |