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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 | $12,204 | $228,395-94.7% | $185,861-93.4% | $158,982-92.3% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 39.06% | 40.82%-1.8pp | 35.96%+3.1pp | 302.99%-263.9pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,056 | $6,417-68.0% | $5,634-63.5% | $5,983-65.6% |
| Admin fee / account holder | $61 | $11,869-99.5% | $9,503-99.4% | $11,252-99.5% |