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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 | $11,733 | $185,312-93.7% | $161,489-92.7% | $154,746-92.4% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 38.16% | 103.84%-65.7pp | 89.72%-51.6pp | 172.34%-134.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,374 | $6,350-62.6% | $5,630-57.8% | $6,730-64.7% |
| Admin fee / account holder | $73 | $18,654-99.6% | $16,006-99.5% | $14,365-99.5% |