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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 | $10,357 | $152,619-93.2% | $125,195-91.7% | $152,909-93.2% |
| Participation rate | 54.5% | 83.3%-28.8pp | 79.8%-25.2pp | 82.5%-27.9pp |
| Annual return | 26.38% | 54.85%-28.5pp | 43.79%-17.4pp | 345.46%-319.1pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,021 | $5,869-65.6% | $4,937-59.1% | $5,851-65.5% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |