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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 | $21,072 | $116,190-81.9% | $93,614-77.5% | $152,885-86.2% |
| Participation rate | 50.0% | 78.0%-28.0pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | 24.91% | 35.96%-11.1pp | 32.76%-7.8pp | 345.39%-320.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,408 | $4,604-69.4% | $4,069-65.4% | $5,851-75.9% |
| Admin fee / account holder | $0 | $10,749-100.0% | $7,889-100.0% | $11,598-100.0% |