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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 | $18,061 | $209,336-91.4% | $197,124-90.8% | $137,256-86.8% |
| Participation rate | 58.3% | 87.3%-29.0pp | 86.7%-28.4pp | 80.0%-21.6pp |
| Annual return | 23.31% | 48.09%-24.8pp | 44.34%-21.0pp | 220.34%-197.0pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,813 | $9,614-49.9% | $9,135-47.3% | $6,407-24.9% |
| Admin fee / account holder | $174 | $17,308-99.0% | $16,298-98.9% | $12,270-98.6% |