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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 | $21,988 | $180,466-87.8% | $154,114-85.7% | $135,382-83.8% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -8.69% | 888.15%-896.8pp | 735.16%-743.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $729 | $6,035-87.9% | $5,298-86.2% | $4,779-84.7% |
| Participant deferral / active EE | $2,836 | $5,806-51.2% | $5,081-44.2% | $5,609-49.4% |
| Admin fee / account holder | $62 | $16,144-99.6% | $13,411-99.5% | $10,829-99.4% |