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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 | $10,521 | $176,402-94.0% | $134,155-92.2% | $158,950-93.4% |
| Participation rate | 33.3% | 78.7%-45.4pp | 72.2%-38.9pp | 82.0%-48.6pp |
| Annual return | 21.60% | 63.66%-42.1pp | 36.34%-14.7pp | 302.91%-281.3pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $427 | $4,093-89.6% | $3,500-87.8% | $5,983-92.9% |
| Admin fee / account holder | $266 | $8,719-97.0% | $6,685-96.0% | $11,248-97.6% |