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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 | $184,014-94.9% | $161,149-94.1% | $138,895-93.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 31.88% | 21.52%+10.4pp | 21.16%+10.7pp | 145.39%-113.5pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,341 | $6,909-66.1% | $6,153-62.0% | $6,396-63.4% |
| Admin fee / account holder | $20 | $18,027-99.9% | $15,194-99.9% | $12,562-99.8% |