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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 | $16,753 | $175,231-90.4% | $149,696-88.8% | $139,466-88.0% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.8pp |
| Annual return | 15.19% | 166.77%-151.6pp | 134.46%-119.3pp | 373.66%-358.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,324 | $6,521-64.4% | $5,682-59.1% | $6,712-65.4% |
| Admin fee / account holder | $190 | $16,155-98.8% | $13,212-98.6% | $11,409-98.3% |