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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 | $12,422 | $156,398-92.1% | $147,318-91.6% | $138,895-91.1% |
| Participation rate | 58.3% | 83.8%-25.4pp | 82.1%-23.7pp | 79.9%-21.6pp |
| Annual return | 23.91% | 78.75%-54.8pp | 70.43%-46.5pp | 145.39%-121.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,502 | $8,237-57.5% | $7,906-55.7% | $6,396-45.3% |
| Admin fee / account holder | $186 | $14,976-98.8% | $13,708-98.6% | $12,562-98.5% |