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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 | $16,958 | $118,496-85.7% | $98,461-82.8% | $139,466-87.8% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 19.17% | 18.96%+0.2pp | 21.17%-2.0pp | 373.66%-354.5pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,952 | $5,393-26.7% | $4,738-16.6% | $6,712-41.1% |
| Admin fee / account holder | $7 | $14,056-100.0% | $8,961-99.9% | $11,409-99.9% |