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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 | $7,737 | $254,759-97.0% | $216,567-96.4% | $198,609-96.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | 22.05% | 10.04%+12.0pp | 12.94%+9.1pp | 202.70%-180.6pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,522 | $6,948-34.9% | $6,191-27.0% | $6,977-35.2% |
| Admin fee / account holder | $36 | $26,311-99.9% | $21,981-99.8% | $19,030-99.8% |