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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 | $13,866 | $165,361-91.6% | $149,715-90.7% | $158,950-91.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 29.36% | 348.24%-318.9pp | 276.66%-247.3pp | 302.91%-273.6pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,746 | $7,182-47.8% | $6,842-45.3% | $5,983-37.4% |
| Admin fee / account holder | $152 | $10,808-98.6% | $9,310-98.4% | $11,248-98.6% |