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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 | $18,993 | $105,198-81.9% | $159,455-88.1% | $85,856-77.9% |
| Participation rate | 48.6% | 75.8%-27.2pp | 82.8%-34.3pp | 69.3%-20.7pp |
| Annual return | 20.34% | 45.08%-24.7pp | 263.63%-243.3pp | 318.58%-298.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,144 | $5,946-30.3% | $7,353-43.6% | $3,952+4.9% |
| Admin fee / account holder | $6 | $6,934-99.9% | $10,800-99.9% | $6,261-99.9% |