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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 | $17,840 | $98,766-81.9% | $149,730-88.1% | $79,852-77.7% |
| Participation rate | 68.6% | 75.8%-7.2pp | 82.5%-13.9pp | 69.6%-1.1pp |
| Annual return | 22.18% | 27.43%-5.2pp | 276.70%-254.5pp | 31.72%-9.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,408 | $5,681-22.4% | $6,843-35.6% | $3,740+17.9% |
| Admin fee / account holder | $157 | $6,052-97.4% | $9,310-98.3% | $5,306-97.0% |