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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 | $16,849 | $142,426-88.2% | $115,167-85.4% | $152,909-89.0% |
| Participation rate | 36.8% | 82.4%-45.5pp | 75.9%-39.1pp | 82.5%-45.6pp |
| Annual return | 24.43% | 41.48%-17.1pp | 35.60%-11.2pp | 345.46%-321.0pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,429 | $5,165-72.3% | $4,169-65.7% | $5,851-75.6% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |