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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 | $162,967-94.4% | $135,792-93.3% | $138,895-93.4% |
| Participation rate | 42.9% | 78.3%-35.5pp | 72.6%-29.7pp | 79.9%-37.1pp |
| Annual return | 28.72% | 30.08%-1.4pp | 25.96%+2.8pp | 145.39%-116.7pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,036 | $5,640-63.9% | $4,759-57.2% | $6,396-68.2% |
| Admin fee / account holder | $101 | $15,306-99.3% | $12,266-99.2% | $12,562-99.2% |