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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 | $22,578 | $183,968-87.7% | $162,166-86.1% | $152,870-85.2% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.4%-19.9pp |
| Annual return | 24.18% | 150.77%-126.6pp | 115.59%-91.4pp | 345.34%-321.2pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,325 | $8,034-58.6% | $7,298-54.4% | $5,850-43.2% |
| Admin fee / account holder | $7 | $13,121-99.9% | $10,842-99.9% | $11,597-99.9% |