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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 | $12,305 | $135,905-90.9% | $126,068-90.2% | $198,609-93.8% |
| Participation rate | 62.5% | 85.6%-23.1pp | 84.7%-22.2pp | 82.4%-19.9pp |
| Annual return | 19.44% | 14.07%+5.4pp | 15.01%+4.4pp | 202.70%-183.3pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,659 | $8,523-21.9% | $8,214-18.9% | $6,977-4.6% |
| Admin fee / account holder | $122 | $21,036-99.4% | $18,264-99.3% | $19,030-99.4% |