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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 | $21,495 | $228,395-90.6% | $185,861-88.4% | $158,982-86.5% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 21.35% | 40.82%-19.5pp | 35.96%-14.6pp | 302.99%-281.6pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,650 | $6,417-74.3% | $5,634-70.7% | $5,983-72.4% |
| Admin fee / account holder | $66 | $11,869-99.4% | $9,503-99.3% | $11,252-99.4% |