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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 | $13,737 | $135,954-89.9% | $123,893-88.9% | $273,968-95.0% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 33.40% | 56.63%-23.2pp | 47.52%-14.1pp | 41.45%-8.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,967 | $6,343-5.9% | $5,984-0.3% | $5,287+12.9% |
| Admin fee / account holder | $68 | $9,817-99.3% | $8,357-99.2% | $10,132-99.3% |