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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 | $29,691 | $168,636-82.4% | $147,618-79.9% | $125,388-76.3% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | -0.27% | 77.65%-77.9pp | 61.98%-62.3pp | 282.24%-282.5pp |
| Employer contribution / active EE | $665 | $6,252-89.4% | $5,565-88.1% | $4,866-86.3% |
| Participant deferral / active EE | $3,798 | $5,507-31.0% | $4,895-22.4% | $5,352-29.0% |
| Admin fee / account holder | $7 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |