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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 | $18,889 | $142,426-86.7% | $115,167-83.6% | $152,909-87.6% |
| Participation rate | 52.9% | 82.4%-29.4pp | 75.9%-23.0pp | 82.5%-29.5pp |
| Annual return | 45.44% | 41.48%+4.0pp | 35.60%+9.8pp | 345.46%-300.0pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,812 | $5,165+12.5% | $4,169+39.4% | $5,851-0.7% |
| Admin fee / account holder | $168 | $8,464-98.0% | $7,089-97.6% | $11,601-98.6% |