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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 | $8,321 | $60,139-86.2% | $90,461-90.8% | $79,856-89.6% |
| Participation rate | 68.0% | 65.0%+3.0pp | 72.7%-4.7pp | 69.6%-1.6pp |
| Annual return | 14.64% | 71.96%-57.3pp | 1294.76%-1280.1pp | 31.71%-17.1pp |
| Employer contribution / active EE | $95 | $2,069-95.4% | $3,264-97.1% | $2,471-96.1% |
| Participant deferral / active EE | $1,694 | $2,939-42.4% | $3,964-57.3% | $3,741-54.7% |
| Admin fee / account holder | $161 | $3,978-96.0% | $5,617-97.1% | $5,306-97.0% |