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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 | $8,136 | $175,231-95.4% | $149,696-94.6% | $139,466-94.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 20.26% | 166.77%-146.5pp | 134.46%-114.2pp | 373.66%-353.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,378 | $6,521-63.5% | $5,682-58.2% | $6,712-64.6% |
| Admin fee / account holder | $287 | $16,155-98.2% | $13,212-97.8% | $11,409-97.5% |