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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 | $8,405 | $174,379-95.2% | $152,093-94.5% | $138,895-93.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 24.26% | 74.86%-50.6pp | 66.36%-42.1pp | 145.39%-121.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,746 | $6,159-55.4% | $5,451-49.6% | $6,396-57.1% |
| Admin fee / account holder | $45 | $16,880-99.7% | $14,497-99.7% | $12,562-99.6% |