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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 | $12,155 | $211,288-94.2% | $178,540-93.2% | $145,884-91.7% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 11.21% | 30.27%-19.1pp | 27.15%-15.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,624 | $6,967-76.7% | $6,281-74.1% | $6,690-75.7% |
| Admin fee / account holder | $15 | $12,105-99.9% | $10,424-99.9% | $13,392-99.9% |