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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 | $29,609 | $171,492-82.7% | $150,734-80.4% | $198,609-85.1% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 14.62% | 804.70%-790.1pp | 600.81%-586.2pp | 202.70%-188.1pp |
| Employer contribution / active EE | $1,302 | $5,470-76.2% | $4,918-73.5% | $5,055-74.2% |
| Participant deferral / active EE | $3,127 | $6,259-50.0% | $5,610-44.3% | $6,977-55.2% |
| Admin fee / account holder | $3 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |