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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 | $18,547 | $198,462-90.7% | $170,439-89.1% | $147,585-87.4% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 19.77% | 257.30%-237.5pp | 205.94%-186.2pp | 578.58%-558.8pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,764 | $5,629-33.1% | $4,939-23.8% | $5,439-30.8% |
| Admin fee / account holder | $265 | $16,852-98.4% | $13,881-98.1% | $10,886-97.6% |