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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 | $12,309 | $90,486-86.4% | $78,676-84.4% | $273,972-95.5% |
| Participation rate | 38.5% | 76.5%-38.1pp | 73.6%-35.1pp | 83.0%-44.6pp |
| Annual return | 97.08% | 75.62%+21.5pp | 62.19%+34.9pp | 41.46%+55.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,026 | $3,901-22.4% | $3,517-13.9% | $5,287-42.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |