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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 | $17,607 | $228,352-92.3% | $185,827-90.5% | $158,950-88.9% |
| Participation rate | 23.1% | 82.3%-59.2pp | 78.0%-55.0pp | 82.0%-58.9pp |
| Annual return | 22.93% | 40.81%-17.9pp | 35.96%-13.0pp | 302.91%-280.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,654 | $6,416-74.2% | $5,633-70.6% | $5,983-72.3% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |