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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 | $8,930 | $165,407-94.6% | $149,751-94.0% | $158,988-94.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 24.41% | 348.32%-323.9pp | 276.71%-252.3pp | 303.00%-278.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,351 | $7,183-39.4% | $6,843-36.4% | $5,983-27.3% |
| Admin fee / account holder | $30 | $10,812-99.7% | $9,312-99.7% | $11,252-99.7% |