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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 | $18,262 | $149,778-87.8% | $118,946-84.6% | $158,966-88.5% |
| Participation rate | 60.9% | 82.1%-21.2pp | 75.4%-14.5pp | 82.0%-21.1pp |
| Annual return | 37.51% | 19.95%+17.6pp | 35.89%+1.6pp | 302.95%-265.4pp |
| Employer contribution / active EE | $152 | $4,117-96.3% | $3,263-95.3% | $4,762-96.8% |
| Participant deferral / active EE | $3,832 | $5,225-26.7% | $4,266-10.2% | $5,983-35.9% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |