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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 | $18,559 | $157,829-88.2% | $136,867-86.4% | $198,609-90.7% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 22.25% | 51.25%-29.0pp | 42.97%-20.7pp | 202.70%-180.4pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,140 | $5,463-60.8% | $4,924-56.5% | $6,977-69.3% |
| Admin fee / account holder | $184 | $11,107-98.3% | $10,340-98.2% | $19,030-99.0% |