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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 | $14,286 | $135,956-89.5% | $123,894-88.5% | $273,972-94.8% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 9.29% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,454 | $6,343-61.3% | $5,984-59.0% | $5,287-53.6% |
| Admin fee / account holder | $187 | $9,817-98.1% | $8,357-97.8% | $10,133-98.2% |