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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 | $11,523 | $71,353-83.9% | $92,805-87.6% | $86,983-86.8% |
| Participation rate | 51.6% | 80.9%-29.3pp | 83.5%-31.9pp | 69.5%-17.9pp |
| Annual return | 595.60% | 44.68%+550.9pp | 31.59%+564.0pp | 25.83%+569.8pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,464 | $6,966-50.3% | $8,448-59.0% | $4,194-17.4% |
| Admin fee / account holder | $216 | $6,099-96.5% | $10,911-98.0% | $7,856-97.3% |