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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 | $15,940 | $127,387-87.5% | $115,038-86.1% | $125,389-87.3% |
| Participation rate | 69.2% | 84.2%-14.9pp | 81.4%-12.1pp | 83.2%-14.0pp |
| Annual return | 1.14% | 31.28%-30.1pp | 26.14%-25.0pp | 282.24%-281.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $10,294 | $6,423+60.3% | $6,026+70.8% | $5,352+92.4% |
| Admin fee / account holder | $181 | $9,516-98.1% | $8,175-97.8% | $9,541-98.1% |