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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 | $14,713 | $162,785-91.0% | $133,959-89.0% | $158,950-90.7% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 14.72% | 41.94%-27.2pp | 45.09%-30.4pp | 302.91%-288.2pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,085 | $5,910-64.7% | $5,047-58.7% | $5,983-65.2% |
| Admin fee / account holder | $133 | $11,738-98.9% | $8,928-98.5% | $11,248-98.8% |