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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 | $9,111 | $162,136-94.4% | $152,301-94.0% | $154,746-94.1% |
| Participation rate | 38.5% | 84.1%-45.6pp | 82.4%-44.0pp | 80.7%-42.2pp |
| Annual return | 38.40% | 91.02%-52.6pp | 80.50%-42.1pp | 172.34%-133.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,791 | $8,341-66.5% | $8,004-65.1% | $6,730-58.5% |
| Admin fee / account holder | $229 | $15,759-98.6% | $14,398-98.4% | $14,365-98.4% |