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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 | $13,220 | $160,070-91.7% | $147,117-91.0% | $145,897-90.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.39% | 98.69%-83.3pp | 420.54%-405.2pp | 552.29%-536.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,408 | $8,419-35.8% | $8,065-32.9% | $6,689-19.2% |
| Admin fee / account holder | $11 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |