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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 | $15,712 | $136,860-88.5% | $120,344-86.9% | $154,746-89.8% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 0.00% | 21.38%-21.4pp | 20.30%-20.3pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,502 | $5,793+81.3% | $5,135+104.5% | $6,730+56.0% |
| Admin fee / account holder | $1 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |