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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 | $16,335 | $183,516-91.1% | $155,534-89.5% | $145,884-88.8% |
| Participation rate | 53.3% | 82.7%-29.4pp | 78.2%-24.9pp | 80.3%-27.0pp |
| Annual return | 15.95% | 61.43%-45.5pp | 64.92%-49.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,491 | $6,467-46.0% | $5,630-38.0% | $6,690-47.8% |
| Admin fee / account holder | $20 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |