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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 | $9,627 | $138,312-93.0% | $122,979-92.2% | $155,188-93.8% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 23.10% | 22.06%+1.0pp | 20.12%+3.0pp | 148.84%-125.7pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,480 | $5,592-55.6% | $5,003-50.4% | $6,531-62.0% |
| Admin fee / account holder | $103 | $15,089-99.3% | $12,864-99.2% | $14,480-99.3% |