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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 | $17,214 | $197,625-91.3% | $177,840-90.3% | $158,966-89.2% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.7%-44.9pp | 82.0%-39.1pp |
| Annual return | 26.65% | 58.76%-32.1pp | 48.32%-21.7pp | 302.95%-276.3pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,772 | $8,405-55.1% | $7,714-51.1% | $5,983-37.0% |
| Admin fee / account holder | $54 | $15,405-99.7% | $12,431-99.6% | $11,250-99.5% |