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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 | $21,974 | $167,533-86.9% | $151,645-85.5% | $134,545-83.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -20.81% | 7.81%-28.6pp | 3.34%-24.1pp | 418.37%-439.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,215 | $8,985-19.7% | $8,363-13.7% | $6,401+12.7% |
| Admin fee / account holder | $29 | $13,781-99.8% | $11,614-99.8% | $11,431-99.7% |