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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 | $17,756 | $162,812-89.1% | $133,971-86.7% | $158,966-88.8% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 67.66% | 41.94%+25.7pp | 45.09%+22.6pp | 302.95%-235.3pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,834 | $5,910+32.6% | $5,047+55.2% | $5,983+30.9% |
| Admin fee / account holder | $5 | $11,741-100.0% | $8,929-99.9% | $11,250-100.0% |