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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 | $15,541 | $154,193-89.9% | $130,045-88.0% | $139,466-88.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 19.31% | 32.51%-13.2pp | -137.30%+156.6pp | 373.66%-354.4pp |
| Employer contribution / active EE | $903 | $5,292-82.9% | $4,321-79.1% | $4,754-81.0% |
| Participant deferral / active EE | $2,218 | $6,709-66.9% | $5,820-61.9% | $6,712-66.9% |
| Admin fee / account holder | $65 | $13,989-99.5% | $10,600-99.4% | $11,409-99.4% |