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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 | $1,670 | $95,601-98.3% | $77,183-97.8% | $139,456-98.8% |
| Participation rate | 42.9% | 74.0%-31.1pp | 69.6%-26.7pp | 80.3%-37.5pp |
| Annual return | 161.15% | 54.96%+106.2pp | 37.89%+123.3pp | 373.45%-212.3pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,486 | $4,623-46.2% | $3,833-35.1% | $6,711-63.0% |
| Admin fee / account holder | $142 | $8,302-98.3% | $5,475-97.4% | $11,407-98.8% |