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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 | $13,947 | $176,786-92.1% | $146,643-90.5% | $167,536-91.7% |
| Participation rate | 36.8% | 83.6%-46.8pp | 80.1%-43.2pp | 82.1%-45.3pp |
| Annual return | 18.71% | 24.04%-5.3pp | 22.75%-4.0pp | 478.82%-460.1pp |
| Employer contribution / active EE | $1 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,985 | $6,440-69.2% | $5,506-63.9% | $6,342-68.7% |
| Admin fee / account holder | $14 | $13,262-99.9% | $10,280-99.9% | $12,315-99.9% |