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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 | $12,998 | $152,619-91.5% | $125,195-89.6% | $152,909-91.5% |
| Participation rate | 40.0% | 83.3%-43.3pp | 79.8%-39.8pp | 82.5%-42.5pp |
| Annual return | 31.14% | 54.85%-23.7pp | 43.79%-12.7pp | 345.46%-314.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,860 | $5,869-68.3% | $4,937-62.3% | $5,851-68.2% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |