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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 | $9,164 | $177,156-94.8% | $147,027-93.8% | $154,746-94.1% |
| Participation rate | 42.9% | 79.4%-36.5pp | 73.7%-30.9pp | 80.7%-37.8pp |
| Annual return | 28.72% | 21.94%+6.8pp | 20.23%+8.5pp | 172.34%-143.6pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,036 | $5,797-64.9% | $4,933-58.7% | $6,730-69.8% |
| Admin fee / account holder | $101 | $14,904-99.3% | $12,223-99.2% | $14,365-99.3% |