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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 | $20,398 | $180,466-88.7% | $154,114-86.8% | $135,382-84.9% |
| Participation rate | 54.5% | 87.4%-32.9pp | 83.0%-28.5pp | 82.6%-28.1pp |
| Annual return | -5.25% | 888.15%-893.4pp | 735.16%-740.4pp | 519.77%-525.0pp |
| Employer contribution / active EE | $657 | $6,035-89.1% | $5,298-87.6% | $4,779-86.3% |
| Participant deferral / active EE | $3,187 | $5,806-45.1% | $5,081-37.3% | $5,609-43.2% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |