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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 | $4,152 | $60,128-93.1% | $90,440-95.4% | $79,852-94.8% |
| Participation rate | 47.1% | 65.0%-17.9pp | 72.7%-25.6pp | 69.6%-22.6pp |
| Annual return | 53.13% | 71.95%-18.8pp | 1294.38%-1241.3pp | 31.72%+21.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,583 | $2,939-46.1% | $3,964-60.1% | $3,740-57.7% |
| Admin fee / account holder | $130 | $3,977-96.7% | $5,615-97.7% | $5,306-97.6% |