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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 | $26,950 | $180,462-85.1% | $154,111-82.5% | $135,379-80.1% |
| Participation rate | 47.8% | 87.4%-39.6pp | 83.0%-35.2pp | 82.6%-34.8pp |
| Annual return | -6.56% | 888.17%-894.7pp | 735.18%-741.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $898 | $6,036-85.1% | $5,298-83.1% | $4,779-81.2% |
| Participant deferral / active EE | $2,144 | $5,806-63.1% | $5,081-57.8% | $5,609-61.8% |
| Admin fee / account holder | $289 | $16,145-98.2% | $13,411-97.8% | $10,828-97.3% |