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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 | $25,387 | $152,460-83.3% | $118,746-78.6% | $147,586-82.8% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.3%-11.6pp | 82.8%-16.2pp |
| Annual return | 29.73% | 17.41%+12.3pp | 24.54%+5.2pp | 578.59%-548.9pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,504 | $6,212+4.7% | $5,332+22.0% | $5,439+19.6% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,886-100.0% |