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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 | $14,020 | $154,193-90.9% | $130,045-89.2% | $139,466-89.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 28.16% | 32.51%-4.3pp | -137.30%+165.5pp | 373.66%-345.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,022 | $6,709-69.9% | $5,820-65.3% | $6,712-69.9% |
| Admin fee / account holder | $92 | $13,989-99.3% | $10,600-99.1% | $11,409-99.2% |