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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 | $212,777-95.7% | $173,703-94.7% | $198,609-95.4% |
| Participation rate | 42.9% | 81.1%-38.2pp | 75.9%-33.1pp | 82.4%-39.5pp |
| Annual return | 28.72% | 18.82%+9.9pp | 17.46%+11.3pp | 202.70%-174.0pp |
| Employer contribution / active EE | $0 | $5,214-100.0% | $4,288-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,036 | $5,697-64.3% | $4,854-58.1% | $6,977-70.8% |
| Admin fee / account holder | $101 | $19,536-99.5% | $15,562-99.4% | $19,030-99.5% |