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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 | $16,404 | $105,856-84.5% | $90,161-81.8% | $147,586-88.9% |
| Participation rate | 40.9% | 79.7%-38.8pp | 76.9%-36.0pp | 82.8%-41.9pp |
| Annual return | 20.09% | 37.63%-17.5pp | 34.89%-14.8pp | 578.59%-558.5pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,042 | $5,733-64.4% | $5,287-61.4% | $5,439-62.5% |
| Admin fee / account holder | $54 | $8,046-99.3% | $5,943-99.1% | $10,886-99.5% |