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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 | $19,864 | $154,209-87.1% | $130,062-84.7% | $139,487-85.8% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.5%-51.2pp | 80.3%-53.1pp |
| Annual return | 21.00% | 32.52%-11.5pp | -137.37%+158.4pp | 373.84%-352.8pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,958 | $6,709-70.8% | $5,821-66.4% | $6,713-70.8% |
| Admin fee / account holder | $78 | $13,988-99.4% | $10,601-99.3% | $11,407-99.3% |