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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,720 | $185,856-93.7% | $170,028-93.1% | $139,456-91.6% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 29.48% | 60.52%-31.0pp | 53.39%-23.9pp | 373.45%-344.0pp |
| Employer contribution / active EE | $1,161 | $7,593-84.7% | $6,788-82.9% | $4,753-75.6% |
| Participant deferral / active EE | $5,937 | $11,623-48.9% | $10,409-43.0% | $6,711-11.5% |
| Admin fee / account holder | $79 | $15,387-99.5% | $12,820-99.4% | $11,407-99.3% |