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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 | $16,396 | $165,381-90.1% | $149,730-89.0% | $158,966-89.7% |
| Participation rate | 53.3% | 84.6%-31.2pp | 82.5%-29.1pp | 82.0%-28.6pp |
| Annual return | 32.34% | 348.29%-316.0pp | 276.70%-244.4pp | 302.95%-270.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,525 | $7,182-37.0% | $6,843-33.9% | $5,983-24.4% |
| Admin fee / account holder | $129 | $10,809-98.8% | $9,310-98.6% | $11,250-98.8% |