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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 | $18,241 | $166,268-89.0% | $165,100-89.0% | $145,897-87.5% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 14.74% | 100.52%-85.8pp | 70.21%-55.5pp | 552.29%-537.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,743 | $6,964-31.9% | $6,035-21.4% | $6,689-29.1% |
| Admin fee / account holder | $143 | $16,659-99.1% | $12,696-98.9% | $13,390-98.9% |