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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 | $21,174 | $167,522-87.4% | $151,639-86.0% | $134,532-84.3% |
| Participation rate | 69.6% | 88.4%-18.8pp | 87.5%-17.9pp | 81.2%-11.7pp |
| Annual return | -19.10% | 7.81%-26.9pp | 3.34%-22.4pp | 418.27%-437.4pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,637 | $8,986-26.1% | $8,363-20.6% | $6,401+3.7% |
| Admin fee / account holder | $68 | $13,780-99.5% | $11,613-99.4% | $11,429-99.4% |