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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 | $23,960 | $131,835-81.8% | $108,582-77.9% | $273,972-91.3% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 24.40% | -91.57%+116.0pp | -51.70%+76.1pp | 41.46%-17.1pp |
| Employer contribution / active EE | $663 | $4,913-86.5% | $3,758-82.4% | $4,869-86.4% |
| Participant deferral / active EE | $2,250 | $5,127-56.1% | $4,311-47.8% | $5,287-57.4% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |