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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 | $12,915 | $175,231-92.6% | $149,696-91.4% | $139,466-90.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 17.42% | 166.77%-149.4pp | 134.46%-117.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,981 | $6,521-54.3% | $5,682-47.5% | $6,712-55.6% |
| Admin fee / account holder | $102 | $16,155-99.4% | $13,212-99.2% | $11,409-99.1% |