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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 | $11,986 | $112,121-89.3% | $95,960-87.5% | $158,966-92.5% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 18.69% | 171.16%-152.5pp | 91.63%-72.9pp | 302.95%-284.3pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,488 | $4,784-48.0% | $4,167-40.3% | $5,983-58.4% |
| Admin fee / account holder | $84 | $10,135-99.2% | $6,797-98.8% | $11,250-99.3% |