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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 | $13,874 | $110,212-87.4% | $96,534-85.6% | $139,466-90.1% |
| Participation rate | 44.4% | 78.1%-33.7pp | 76.0%-31.5pp | 80.3%-35.9pp |
| Annual return | 114.92% | 26.42%+88.5pp | 25.88%+89.0pp | 373.66%-258.7pp |
| Employer contribution / active EE | $556 | $3,620-84.6% | $2,965-81.2% | $4,754-88.3% |
| Participant deferral / active EE | $3,408 | $5,547-38.6% | $4,851-29.7% | $6,712-49.2% |
| Admin fee / account holder | $19 | $11,599-99.8% | $8,253-99.8% | $11,409-99.8% |