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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 | $5,609 | $113,338-95.1% | $94,993-94.1% | $147,586-96.2% |
| Participation rate | 47.4% | 78.0%-30.6pp | 73.9%-26.5pp | 82.8%-35.5pp |
| Annual return | 80.15% | 20.80%+59.3pp | 27.14%+53.0pp | 578.59%-498.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,858 | $3,777-50.8% | $3,317-44.0% | $5,439-65.8% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |