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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 | $20,564 | $167,483-87.7% | $115,752-82.2% | $147,586-86.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 82.8%-32.8pp |
| Annual return | 30.95% | 12.11%+18.8pp | 19.41%+11.5pp | 578.59%-547.6pp |
| Employer contribution / active EE | $0 | $4,960-100.0% | $3,492-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,554 | $7,037-21.1% | $5,204+6.7% | $5,439+2.1% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,886-100.0% |