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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 | $21,267 | $85,766-75.2% | $136,298-84.4% | $70,126-69.7% |
| Participation rate | 38.7% | 74.2%-35.4pp | 81.9%-43.2pp | 69.5%-30.8pp |
| Annual return | 25.92% | 31.46%-5.5pp | 5156.27%-5130.3pp | 73.15%-47.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,035 | $5,051-39.9% | $6,247-51.4% | $3,332-8.9% |
| Admin fee / account holder | $69 | $5,421-98.7% | $9,244-99.3% | $4,645-98.5% |