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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 | $14,319 | $138,114-89.6% | $125,391-88.6% | $134,545-89.4% |
| Participation rate | 68.2% | 84.5%-16.3pp | 82.4%-14.2pp | 81.2%-13.1pp |
| Annual return | -18.96% | 750.88%-769.8pp | 572.41%-591.4pp | 418.37%-437.3pp |
| Employer contribution / active EE | $502 | $5,246-90.4% | $4,816-89.6% | $4,742-89.4% |
| Participant deferral / active EE | $3,951 | $7,801-49.3% | $7,448-47.0% | $6,401-38.3% |
| Admin fee / account holder | $35 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |