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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 | $14,554 | $103,393-85.9% | $87,103-83.3% | $152,909-90.5% |
| Participation rate | 41.2% | 79.4%-38.2pp | 76.9%-35.7pp | 82.5%-41.3pp |
| Annual return | 28.11% | 28.10%0pp | 28.19%-0.1pp | 345.46%-317.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,797 | $4,778-20.5% | $4,049-6.2% | $5,851-35.1% |
| Admin fee / account holder | $143 | $12,195-98.8% | $7,491-98.1% | $11,601-98.8% |