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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 | $17,073 | $162,136-89.5% | $152,301-88.8% | $154,746-89.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 20.40% | 91.02%-70.6pp | 80.50%-60.1pp | 172.34%-151.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,982 | $8,341-28.3% | $8,004-25.3% | $6,730-11.1% |
| Admin fee / account holder | $253 | $15,759-98.4% | $14,398-98.2% | $14,365-98.2% |