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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 | $162,136-91.3% | $152,301-90.7% | $154,746-90.9% |
| Participation rate | 64.3% | 84.1%-19.8pp | 82.4%-18.2pp | 80.7%-16.4pp |
| Annual return | 27.05% | 91.02%-64.0pp | 80.50%-53.5pp | 172.34%-145.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,019 | $8,341-51.8% | $8,004-49.8% | $6,730-40.3% |
| Admin fee / account holder | $54 | $15,759-99.7% | $14,398-99.6% | $14,365-99.6% |