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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 | $28,590 | $168,635-83.0% | $147,617-80.6% | $125,389-77.2% |
| Participation rate | 60.9% | 88.8%-27.9pp | 84.6%-23.8pp | 83.2%-22.3pp |
| Annual return | -1.06% | 77.65%-78.7pp | 61.98%-63.0pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,108 | $6,252-82.3% | $5,564-80.1% | $4,866-77.2% |
| Participant deferral / active EE | $2,100 | $5,507-61.9% | $4,895-57.1% | $5,352-60.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |