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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 | $10,654 | $183,516-94.2% | $155,534-93.1% | $145,884-92.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 24.44% | 61.43%-37.0pp | 64.92%-40.5pp | 551.85%-527.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,222 | $6,467-50.2% | $5,630-42.8% | $6,690-51.8% |
| Admin fee / account holder | $33 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |