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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 | $17,961 | $167,353-89.3% | $143,797-87.5% | $134,545-86.7% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | 66.44% | 0.48%+66.0pp | -0.04%+66.5pp | 418.37%-351.9pp |
| Employer contribution / active EE | $674 | $5,620-88.0% | $4,952-86.4% | $4,742-85.8% |
| Participant deferral / active EE | $2,625 | $6,447-59.3% | $5,638-53.4% | $6,401-59.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |