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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 | $10,224 | $111,830-90.9% | $93,696-89.1% | $145,884-93.0% |
| Participation rate | 38.5% | 74.2%-35.8pp | 68.7%-30.3pp | 80.3%-41.8pp |
| Annual return | 21.23% | 204.08%-182.8pp | 133.74%-112.5pp | 551.85%-530.6pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,018 | $4,920-59.0% | $4,417-54.3% | $6,690-69.8% |
| Admin fee / account holder | $78 | $10,249-99.2% | $8,287-99.1% | $13,392-99.4% |