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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 | $9,440 | $213,785-95.6% | $185,441-94.9% | $155,188-93.9% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 31.88% | 19.97%+11.9pp | 20.16%+11.7pp | 148.84%-117.0pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,341 | $6,864-65.9% | $6,152-61.9% | $6,531-64.2% |
| Admin fee / account holder | $20 | $21,134-99.9% | $17,890-99.9% | $14,480-99.9% |