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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 | $17,982 | $209,425-91.4% | $178,499-89.9% | $158,966-88.7% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 15.98% | 188.80%-172.8pp | 151.10%-135.1pp | 302.95%-287.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,071 | $5,955+18.7% | $5,202+35.9% | $5,983+18.2% |
| Admin fee / account holder | $135 | $17,078-99.2% | $13,986-99.0% | $11,250-98.8% |