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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 | $24,332 | $180,466-86.5% | $154,114-84.2% | $135,382-82.0% |
| Participation rate | 55.0% | 87.4%-32.4pp | 83.0%-28.0pp | 82.6%-27.6pp |
| Annual return | -3.68% | 888.15%-891.8pp | 735.16%-738.8pp | 519.77%-523.5pp |
| Employer contribution / active EE | $1,058 | $6,035-82.5% | $5,298-80.0% | $4,779-77.9% |
| Participant deferral / active EE | $2,588 | $5,806-55.4% | $5,081-49.1% | $5,609-53.9% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |