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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 | $10,603 | $131,835-92.0% | $108,582-90.2% | $273,972-96.1% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 15.24% | -91.57%+106.8pp | -51.70%+66.9pp | 41.46%-26.2pp |
| Employer contribution / active EE | $437 | $4,913-91.1% | $3,758-88.4% | $4,869-91.0% |
| Participant deferral / active EE | $2,021 | $5,127-60.6% | $4,311-53.1% | $5,287-61.8% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |