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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 | $14,091 | $115,810-87.8% | $101,271-86.1% | $158,966-91.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 15.96% | 56.15%-40.2pp | 46.48%-30.5pp | 302.95%-287.0pp |
| Employer contribution / active EE | $141 | $4,175-96.6% | $3,660-96.1% | $4,762-97.0% |
| Participant deferral / active EE | $3,250 | $4,958-34.5% | $4,371-25.6% | $5,983-45.7% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |