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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 | $8,773 | $162,812-94.6% | $133,971-93.5% | $158,966-94.5% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 18.73% | 41.94%-23.2pp | 45.09%-26.4pp | 302.95%-284.2pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,710 | $5,910-54.1% | $5,047-46.3% | $5,983-54.7% |
| Admin fee / account holder | $21 | $11,741-99.8% | $8,929-99.8% | $11,250-99.8% |