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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 | $14,899 | $160,059-90.7% | $140,019-89.4% | $135,380-89.0% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -1.57% | 911.48%-913.0pp | 651.17%-652.7pp | 519.81%-521.4pp |
| Employer contribution / active EE | $1,053 | $6,420-83.6% | $5,605-81.2% | $4,779-78.0% |
| Participant deferral / active EE | $2,819 | $7,641-63.1% | $6,927-59.3% | $5,609-49.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |