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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 | $18,707 | $142,354-86.9% | $125,529-85.1% | $155,188-87.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.7%-8.1pp | 80.8%-14.1pp |
| Annual return | 30.22% | 306.06%-275.8pp | 202.56%-172.3pp | 148.84%-118.6pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,690 | $5,491-14.6% | $4,813-2.5% | $6,531-28.2% |
| Admin fee / account holder | $17 | $19,392-99.9% | $16,298-99.9% | $14,480-99.9% |