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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 | $21,576 | $102,393-78.9% | $147,041-85.3% | $80,911-73.3% |
| Participation rate | 62.5% | 75.9%-13.4pp | 82.2%-19.7pp | 67.6%-5.1pp |
| Annual return | 14.98% | 134.95%-120.0pp | 419.21%-404.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $455 | $3,715-87.8% | $4,935-90.8% | $2,756-83.5% |
| Participant deferral / active EE | $5,089 | $6,647-23.4% | $8,071-37.0% | $4,297+18.4% |
| Admin fee / account holder | $263 | $7,943-96.7% | $13,006-98.0% | $6,935-96.2% |