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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 | $12,549 | $212,386-94.1% | $199,883-93.7% | $138,895-91.0% |
| Participation rate | 55.6% | 87.4%-31.8pp | 86.8%-31.2pp | 79.9%-24.4pp |
| Annual return | 27.25% | 47.75%-20.5pp | 43.81%-16.6pp | 145.39%-118.1pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,877 | $9,617-59.7% | $9,138-57.6% | $6,396-39.4% |
| Admin fee / account holder | $105 | $18,233-99.4% | $17,268-99.4% | $12,562-99.2% |