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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 | $14,757 | $167,353-91.2% | $143,797-89.7% | $134,545-89.0% |
| Participation rate | 68.2% | 84.8%-16.6pp | 80.3%-12.1pp | 81.2%-13.1pp |
| Annual return | 90.40% | 0.48%+89.9pp | -0.04%+90.4pp | 418.37%-328.0pp |
| Employer contribution / active EE | $86 | $5,620-98.5% | $4,952-98.3% | $4,742-98.2% |
| Participant deferral / active EE | $2,816 | $6,447-56.3% | $5,638-50.0% | $6,401-56.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |