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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 | $14,122 | $196,972-92.8% | $182,262-92.3% | $198,609-92.9% |
| Participation rate | 64.3% | 85.7%-21.4pp | 84.2%-19.9pp | 82.4%-18.1pp |
| Annual return | 27.05% | 158.27%-131.2pp | 140.60%-113.5pp | 202.70%-175.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,019 | $8,643-53.5% | $8,276-51.4% | $6,977-42.4% |
| Admin fee / account holder | $54 | $18,429-99.7% | $16,712-99.7% | $19,030-99.7% |