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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 | $4,514 | $215,361-97.9% | $171,082-97.4% | $273,972-98.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 41.43% | 25.14%+16.3pp | 32.56%+8.9pp | 41.46%0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,426 | $5,543-56.2% | $4,797-49.4% | $5,287-54.1% |
| Admin fee / account holder | $11 | $10,846-99.9% | $8,520-99.9% | $10,133-99.9% |