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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 | $5,425 | $185,312-97.1% | $161,489-96.6% | $154,746-96.5% |
| Participation rate | 56.3% | 82.5%-26.2pp | 78.7%-22.4pp | 80.7%-24.5pp |
| Annual return | 13.27% | 103.84%-90.6pp | 89.72%-76.4pp | 172.34%-159.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,494 | $6,350-29.2% | $5,630-20.2% | $6,730-33.2% |
| Admin fee / account holder | $17 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |