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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 | $6,999 | $182,442-96.2% | $163,379-95.7% | $138,895-95.0% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.8%-14.3pp | 79.9%-17.4pp |
| Annual return | 20.82% | 72.74%-51.9pp | 63.41%-42.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,057 | $6,817-69.8% | $6,282-67.3% | $6,396-67.8% |
| Admin fee / account holder | $70 | $10,396-99.3% | $9,818-99.3% | $12,562-99.4% |