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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 | $16,983 | $232,540-92.7% | $185,117-90.8% | $147,586-88.5% |
| Participation rate | 35.7% | 82.4%-46.6pp | 77.3%-41.6pp | 82.8%-47.1pp |
| Annual return | 22.39% | 43.03%-20.6pp | 40.50%-18.1pp | 578.59%-556.2pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,062 | $5,834-81.8% | $5,045-78.9% | $5,439-80.5% |
| Admin fee / account holder | $124 | $10,275-98.8% | $8,159-98.5% | $10,886-98.9% |