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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 | $15,159 | $175,257-91.4% | $149,717-89.9% | $139,456-89.1% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 21.47% | 166.70%-145.2pp | 134.41%-112.9pp | 373.45%-352.0pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,755 | $6,521-11.7% | $5,682+1.3% | $6,711-14.2% |
| Admin fee / account holder | $117 | $16,156-99.3% | $13,213-99.1% | $11,407-99.0% |