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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 | $10,374 | $70,684-85.3% | $169,390-93.9% | $75,173-86.2% |
| Participation rate | 57.9% | 64.8%-6.9pp | 77.2%-19.3pp | 67.2%-9.3pp |
| Annual return | 19.95% | 36.38%-16.4pp | 406.07%-386.1pp | 160.72%-140.8pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,932 | $4,310-55.2% | $6,222-69.0% | $4,126-53.2% |
| Admin fee / account holder | $151 | $5,404-97.2% | $9,015-98.3% | $5,651-97.3% |