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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 | $13,325 | $181,062-92.6% | $158,223-91.6% | $155,188-91.4% |
| Participation rate | 41.2% | 82.7%-41.5pp | 79.2%-38.0pp | 80.8%-39.6pp |
| Annual return | 20.40% | 57.39%-37.0pp | 52.09%-31.7pp | 148.84%-128.4pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,286 | $6,134-46.4% | $5,467-39.9% | $6,531-49.7% |
| Admin fee / account holder | $28 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |