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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 | $11,331 | $148,629-92.4% | $135,982-91.7% | $139,487-91.9% |
| Participation rate | 64.7% | 83.9%-19.2pp | 81.9%-17.2pp | 80.3%-15.6pp |
| Annual return | 27.86% | 79.33%-51.5pp | 68.32%-40.5pp | 373.84%-346.0pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,937 | $8,102-63.7% | $7,760-62.1% | $6,713-56.2% |
| Admin fee / account holder | $97 | $12,406-99.2% | $10,767-99.1% | $11,407-99.2% |