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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 | $19,235 | $165,399-88.4% | $149,745-87.2% | $158,982-87.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 26.62% | 348.34%-321.7pp | 276.72%-250.1pp | 302.99%-276.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,918 | $7,183+52.0% | $6,843+59.5% | $5,983+82.5% |
| Admin fee / account holder | $14 | $10,811-99.9% | $9,312-99.8% | $11,252-99.9% |