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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 | $20,999 | $166,131-87.4% | $164,975-87.3% | $145,877-85.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 17.57% | 100.37%-82.8pp | 70.12%-52.6pp | 551.28%-533.7pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,688 | $6,962-3.9% | $6,033+10.8% | $6,6910% |
| Admin fee / account holder | $52 | $16,648-99.7% | $12,688-99.6% | $13,402-99.6% |