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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 | $24,840 | $217,432-88.6% | $185,849-86.6% | $167,536-85.2% |
| Participation rate | 14.3% | 86.1%-71.8pp | 81.7%-67.4pp | 82.1%-67.8pp |
| Annual return | 12.05% | 148.42%-136.4pp | 122.10%-110.0pp | 478.82%-466.8pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,786 | $6,357-56.2% | $5,569-50.0% | $6,342-56.1% |
| Admin fee / account holder | $166 | $19,818-99.2% | $16,244-99.0% | $12,315-98.7% |