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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 | $6,884 | $178,174-96.1% | $156,181-95.6% | $137,256-95.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 32.36% | 84.19%-51.8pp | 64.87%-32.5pp | 220.34%-188.0pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,068 | $6,888-70.0% | $6,132-66.3% | $6,407-67.7% |
| Admin fee / account holder | $16 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |