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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 | $13,365 | $183,539-92.7% | $155,556-91.4% | $145,897-90.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 15.68% | 61.31%-45.6pp | 64.84%-49.2pp | 552.29%-536.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,923 | $6,467-70.3% | $5,631-65.8% | $6,689-71.2% |
| Admin fee / account holder | $132 | $19,275-99.3% | $15,885-99.2% | $13,390-99.0% |