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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 | $21,861 | $162,781-86.6% | $133,956-83.7% | $158,931-86.2% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 28.86% | 41.94%-13.1pp | 45.09%-16.2pp | 302.86%-274.0pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,044 | $5,911-65.4% | $5,048-59.5% | $5,982-65.8% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,247-100.0% |