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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 | $6,862 | $111,787-93.9% | $93,681-92.7% | $145,978-95.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 21.55% | 203.52%-182.0pp | 133.47%-111.9pp | 550.52%-529.0pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,915 | $4,918-61.1% | $4,415-56.6% | $6,690-71.4% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,290-99.8% | $13,400-99.8% |