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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 | $15,181 | $165,381-90.8% | $149,730-89.9% | $158,966-90.5% |
| Participation rate | 46.2% | 84.6%-38.4pp | 82.5%-36.3pp | 82.0%-35.8pp |
| Annual return | 11.65% | 348.29%-336.6pp | 276.70%-265.1pp | 302.95%-291.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,203 | $7,182-55.4% | $6,843-53.2% | $5,983-46.5% |
| Admin fee / account holder | $69 | $10,809-99.4% | $9,310-99.3% | $11,250-99.4% |