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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 | $11,215 | $134,817-91.7% | $123,973-91.0% | $155,188-92.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 18.66% | 515.49%-496.8pp | 388.13%-369.5pp | 148.84%-130.2pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,914 | $5,706-66.5% | $5,247-63.5% | $6,531-70.7% |
| Admin fee / account holder | $36 | $13,245-99.7% | $11,799-99.7% | $14,480-99.8% |