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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 | $97,289-87.4% | $92,805-86.7% | $155,188-92.1% |
| Participation rate | 62.5% | 84.2%-21.7pp | 83.5%-21.0pp | 80.8%-18.3pp |
| Annual return | 19.44% | 29.03%-9.6pp | 31.59%-12.1pp | 148.84%-129.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,659 | $8,795-24.3% | $8,448-21.2% | $6,531+2.0% |
| Admin fee / account holder | $122 | $12,015-99.0% | $10,911-98.9% | $14,480-99.2% |