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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 | $14,176 | $208,088-93.2% | $186,193-92.4% | $154,746-90.8% |
| Participation rate | 35.7% | 80.0%-44.3pp | 77.1%-41.4pp | 80.7%-45.0pp |
| Annual return | 16.35% | 89.97%-73.6pp | 78.03%-61.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,508 | $7,078-78.7% | $6,513-76.9% | $6,730-77.6% |
| Admin fee / account holder | $28 | $11,698-99.8% | $11,058-99.8% | $14,365-99.8% |