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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 | $13,275 | $160,040-91.7% | $147,096-91.0% | $145,877-90.9% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 23.68% | 98.49%-74.8pp | 419.75%-396.1pp | 551.28%-527.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,649 | $8,429-44.8% | $8,071-42.4% | $6,691-30.5% |
| Admin fee / account holder | $23 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |