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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 | $165,351-94.6% | $149,710-94.0% | $158,931-94.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 24.41% | 348.19%-323.8pp | 276.63%-252.2pp | 302.86%-278.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,351 | $7,181-39.4% | $6,842-36.4% | $5,982-27.3% |
| Admin fee / account holder | $30 | $10,807-99.7% | $9,309-99.7% | $11,247-99.7% |