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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 | $24,486 | $168,635-85.5% | $147,617-83.4% | $125,389-80.5% |
| Participation rate | 47.1% | 88.8%-41.7pp | 84.6%-37.6pp | 83.2%-36.1pp |
| Annual return | -2.13% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.4pp |
| Employer contribution / active EE | $1,239 | $6,252-80.2% | $5,564-77.7% | $4,866-74.5% |
| Participant deferral / active EE | $2,042 | $5,507-62.9% | $4,895-58.3% | $5,352-61.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |