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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 | $4,254 | $91,179-95.3% | $178,499-97.6% | $79,852-94.7% |
| Participation rate | 25.0% | 69.2%-44.2pp | 81.9%-56.9pp | 69.6%-44.6pp |
| Annual return | 746.56% | 24.19%+722.4pp | 151.10%+595.5pp | 31.72%+714.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $898 | $3,236-72.3% | $5,202-82.7% | $3,740-76.0% |
| Admin fee / account holder | $14 | $6,749-99.8% | $13,986-99.9% | $5,306-99.7% |