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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 | $14,309 | $157,304-90.9% | $141,197-89.9% | $152,909-90.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 29.23% | 64.34%-35.1pp | 71.41%-42.2pp | 345.46%-316.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,500 | $7,111-64.8% | $6,710-62.7% | $5,851-57.3% |
| Admin fee / account holder | $89 | $12,126-99.3% | $10,265-99.1% | $11,601-99.2% |