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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 | $10,681 | $165,381-93.5% | $149,730-92.9% | $158,966-93.3% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 8.21% | 348.29%-340.1pp | 276.70%-268.5pp | 302.95%-294.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,152 | $7,182-42.2% | $6,843-39.3% | $5,983-30.6% |
| Admin fee / account holder | $80 | $10,809-99.3% | $9,310-99.1% | $11,250-99.3% |