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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 | $21,082 | $168,635-87.5% | $147,617-85.7% | $125,389-83.2% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -3.09% | 77.65%-80.7pp | 61.98%-65.1pp | 282.24%-285.3pp |
| Employer contribution / active EE | $967 | $6,252-84.5% | $5,564-82.6% | $4,866-80.1% |
| Participant deferral / active EE | $6,400 | $5,507+16.2% | $4,895+30.7% | $5,352+19.6% |
| Admin fee / account holder | $146 | $13,580-98.9% | $11,612-98.7% | $9,541-98.5% |