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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 | $21,236 | $157,829-86.5% | $136,867-84.5% | $198,609-89.3% |
| Participation rate | 42.9% | 77.2%-34.3pp | 74.5%-31.7pp | 82.4%-39.5pp |
| Annual return | 26.61% | 51.25%-24.6pp | 42.97%-16.4pp | 202.70%-176.1pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,256 | $5,463-22.1% | $4,924-13.6% | $6,977-39.0% |
| Admin fee / account holder | $176 | $11,107-98.4% | $10,340-98.3% | $19,030-99.1% |