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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 | $33,098 | $197,625-83.3% | $177,840-81.4% | $158,966-79.2% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 12.39% | 58.76%-46.4pp | 48.32%-35.9pp | 302.95%-290.6pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,918 | $8,405+53.7% | $7,714+67.5% | $5,983+115.9% |
| Admin fee / account holder | $220 | $15,405-98.6% | $12,431-98.2% | $11,250-98.0% |