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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 | $11,103 | $154,228-92.8% | $145,433-92.4% | $137,256-91.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 22.43% | 74.59%-52.2pp | 66.58%-44.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,524 | $8,216-57.1% | $7,897-55.4% | $6,407-45.0% |
| Admin fee / account holder | $28 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |