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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 | $10,451 | $76,551-86.3% | $123,894-91.6% | $62,881-83.4% |
| Participation rate | 55.8% | 73.0%-17.2pp | 81.4%-25.6pp | 69.3%-13.5pp |
| Annual return | 158.48% | 18.68%+139.8pp | 47.52%+111.0pp | 20.14%+138.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,235 | $4,840-33.2% | $5,984-45.9% | $3,203+1.0% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |